Prospect Advisors offers portfolio management services, creating and managing investment portfolios based on clients' individual needs and goals. Prospect manages accounts on a discretionary basis. Prospect also provides investment research services to other registered investment advisors and hedge fund managers. Prospect tailors its services to each client's specific needs, considering their financial circumstances, investment objectives, and risk profile.
Assets Under Management$26M
Clients5
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees may be negotiable. Assets of related clients may be aggregated for fee determination.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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