Prosperiant Wealth Management provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. PWM generally limits its investment advice to fixed income securities, equities and ETFs. PWM requires discretionary authority to select securities and execute transactions.
Assets Under Management$50M
Clients47
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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