Financial Planning: Fees

 Our advisory fees for financial planning are based on the complexity of the planning that we provide.

Prosperitas offers a year-long engagement with the client at one of the three service levels of financial planning:
Basic, Advanced, or Comprehensive.

Fees are due at the beginning of the financial planning process.

Prosperitas works with the following suite of applications and will also grant access to the client for each:

PWM Control Center™ (Powered by Basecamp)
Financial planning involves action--knowing what smart decisions to make and then getting those things done. The PWM Control Center™ is an easy-to-use, secure, web-based platform to keep you updated with what needs to be done, when, and by whom--you or your advisor.

PWM Reporting & Performance Hub™ (Powered by Advyzon)
For a more thorough view of your investments and their performance, the PWM Reporting & Performance Hub™ provides a platform to view your Quarterly Performance Reports and other measurements of performance.

PWM Wealth Management System™ (Powered by eMoney)
Our PWM Wealth Management System™ is an easy-to-use, secure, comprehensive web-based account aggregation and financial planning platform. Think of it as your own personal financial website--that is updated daily--where you may access all of your goals, financial accounts, insurance coverage, tax and legal documents, and nearly 100 informative reports--all in one place.

The client will receive a detailed financial analysis and list of recommendations to guide them toward the achievement of their objectives.

At the conclusion of the one-year agreement, Prosperitas and the client will assess, discuss, and determine if continued financial planning is appropriate and at what service level.

Discounts:

If Prosperitas manages more than $1,000,000 of assets for the client's household,
a 25% discount will be applied to the financial planning fee.

If Prosperitas manages more than $2,000,000 of assets for the client's household,
a 50% discount will be applied to the financial planning fee.

If Prosperitas manages more than $3,000,000 of assets for the client's household,
a 100% discount will be applied to the financial planning fee.