Prosperity Wealth Planning LLC
Assets Under Management
$216.1M
Number of Clients
173
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$72.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prosperity Wealth Planning LLC provides portfolio management services based on client goals and risk tolerance. They also offer financial planning, including investment, insurance, tax, retirement, college, debt, and estate planning reviews. Educational seminars and workshops are also provided.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are fixed, ranging from $1,500 to $3,500 depending on the complexity of the plan. Hourly fees range from $500 to $750. For legacy investment guidance clients, financial planning services are complimentary until the client’s household invested assets reach $100,000. Once client achieves $100,000 in household invested assets, the client will pay a fixed fee of $500 per year. Once the client achieves $250,000 in household invested assets, PWP will request that the client enter into a new Agreement in order to continue services.
Areas of Practice
Location
3349 Michelson Dr, Suite 200-8E, Irvine, CA, 92612