Prosperity Capital Advisors
Assets Under Management
$3.7B
Number of Clients
7,096
Number of Advisors
99
Average Client AUM
$519K
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PCA provides financial planning, consulting, and investment management services. They also operate as a TAMP, sub-advisor, co-advisor, and fund strategist for other financial institutions. Services include financial planning, investment management through model portfolios, and sub-advisory arrangements with other investment firms.
Fee Structure
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
Location
30400 Detroit Road, Suite 201, Westlake, OH, 44145