Prosperity Advisers offers investment management, ERISA plan services, and financial planning. They manage investments, including alternative investments and annuities, and advise on cash flow, college, retirement, tax, and estate planning. Prosperity Advisers does not sell commissioned products but may recommend insurance policies through an affiliated agency. Clients engage other professionals like lawyers and accountants directly.
Fee Structure
Prosperity Advisers manages investments for a fee based on the total value of your portfolio. This fee generally ranges from 0.50% to 1.50% annually. The exact fee is negotiable and depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Fees are typically billed quarterly, based on the value of your investments at the end of the previous period.