AA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,639 clients
Average Client Portfolio
$311K average
Assets Under Management
$508.9M
Fee Structure
Minimum Investment:None
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$550 - $3,500
Hourly Rate:Up to $325/hr
Prostatis charges an annual fee based on a percentage of assets under management, billed monthly in arrears. They also utilize independent sub-advisors who charge an additional fee not to exceed 0.20%. Financial planning services are available for a separate fixed fee ranging from $550 to $3,500, or an hourly rate of $325. Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
7580 Buckingham Blvd, Ste. 180, Hanover, MD, 21076
Get directionsRegulatory History (1)
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Criminal
April 1991Final Disposition
Employment History
Current Registrations
Prostatis Financial Advisors Group
November 2018 - Present · 7 yrs 2 mos
Previous Registrations
Deutsche Bank Securities INC. Broker
July 2006 - October 2012 · 6 yrs 3 mos
Citigroup Global Markets INC. Broker
February 2006 - April 2006 · 2 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2004 - February 2006 · 1 yr 7 mos
Deutsche Bank Securities INC. Broker
April 2002 - June 2004 · 2 yrs 2 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.