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 | 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
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
Advisor Information
Office location
7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076
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
Katherine works as a Client Service Manager at Prostatis Financial Advisors Group since 2012, assisting advisors and clients with operations, planning, and service related to investments. This role takes nearly all of Katherine's time.