Prostatis Financial Advisors Group
Assets Under Management
$508.9M
Number of Clients
1,639
Number of Advisors
16
Average Client AUM
$311K
AUM per Advisor
$31.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prostatis Financial Advisors Group is an investment management firm located in Hanover, Maryland. They offer discretionary and non-discretionary investment management services, allocating client assets among various mutual funds, ETFs, alternatives, cash, and individual debt and equity securities. They also offer financial planning services for a separate fee.
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
Location
7580 Buckingham Blvd, Suite 180, Hanover, MD, 21076