Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.70% |
| $1.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10M+ | 1.00% |
*Includes Avanti advisory fee and Program Fee.
Fee Estimator
Financial planning and consulting fees range from $1,500 to $15,000 for the first year or $150 to $550 per hour. Annual planning fees are typically 0.25% of the total combined estate value. Financial counseling and wealth coaching services range from $150 to $400 per hour. Prosperity Capital Advisors program fees are tiered based on portfolio size (see table above). Additional fees may apply for travel, materials, and changes to financial conditions. Associated persons may receive commissions from the sale of securities or insurance products through G.A. Repple & Co.
Areas of Practice
Advisor Information
Office location
110 Crown Oak Centre Drive, Longwood, FL, 32750
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Plamen is an employee of Avanti Financial Group, Inc., dedicating nearly full-time hours to this investment-related business, mostly during trading hours.