Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
99 advisors
Number of Clients
7,096 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.7B

Fee Structure

Financial Plan Fee:$500 - $50,000
Hourly Rate:$100 - $750/hr

PCA charges hourly, fixed, or subscription-based fees for financial planning and consulting, typically ranging from $100 to $750 per hour, $100 to $1,000 monthly, or a fixed fee of $500 to $50,000. Financial institution consulting services are billed at approximately 0.45% to 0.60% annually based on assets under management. The brochure mentions advisory fees based on assets under management, but does not provide a fee table or specific percentages.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

30400 Detroit Road Suite 201, Westlake, OH, 44145

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prosperity Capital Advisors
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Spc
March 2021 - April 2022 · 1 yr 1 mo
Sigma Financial CorporationBroker
June 2020 - April 2022 · 1 yr 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.