CM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,639 clients
Average Client Portfolio
$311K average
Assets Under Management
$508.9M
Fee Structure
Minimum Investment:None
Financial Planning:Charged separately
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$550 - $3,500
Hourly Rate:Up to $325/hr
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
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
3159 Alzante Cir., Melbourne, FL, 32940
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Prostatis Financial Advisors Group
June 2024 - Present · 1 yr 7 mos
World Equity Group, INC. Broker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2020 - January 2024 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2020 - January 2024 · 3 yrs 8 mos
Vanguard Marketing CorporationBroker
November 2019 - March 2020 · 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.