ProsperiFi, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in the selection of a portfolio that matches each client's specific situation. ProsperiFi also offers pension consulting services and financial planning, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$61M
Clients87
Advisors1
Avg. per Client$700K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$400K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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