Prospera Capital Management offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting services. The firm tailors investment advice to asset management and comprehensive portfolio management clients. Financial planning covers investment, retirement, estate, charitable, education, tax, real estate, and insurance planning.
Assets Under Management$340M
Clients49
Advisors2
Avg. per Client$6.9M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee. Fees are negotiable. The firm does not bill on cash or money market products.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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