Anthony Charles Montanari

Prospera Financial Services, INC.

26 Years of Experience

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Firm Information

Prospera Financial Services, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

275 advisors

Number of Clients

15,632 clients

Average Client Portfolio

$628K average

Assets Under Management

$9.8B

Fee Structure

Prospera Financial Services offers a variety of advisory programs, each with its own fee structure. These programs include Summit Advisory Program, Summit RBC Advisory Program, Summit Schwab Advisory Program, Summit-OP Advisory Program, Prospera Financial Planning Program, PFS Models Program, Advisor as Portfolio Manager (APM) Program, Separately Managed Account (SMA) Program, Unified Managed Account (UMA) Program, Private Investment Management (PIM) Program, Asset Advisor Program, Private Advisor Network (Network), CustomChoice, FundSource and Pathways Program. Fees vary depending on the program selected and the services provided. Financial planning services are available for a separate charge.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

1927 S. Tryon Street, Suite 205, Charlotte, NC, 28203

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Regulatory History (1)

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