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
9026 Jefferson Hwy, Suite 102, Baton Rouge, LA, 70809
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
Andrew works as a color commentator for radio broadcasts of Denham Springs High School football, starting in 2018. This takes a few hours per week and is not investment-related.