The Foundation - Comprehensive Personal Financial Plan Service
INDIVIDUALS $2,150 COUPLES $ 2,950
Fees are invoiced and due at the time of service engagement and payable via PayPal on our website. The Personal Financial Plan Service Agreement and Personal Financial Plan Review Service Agreement executed between you and Financial Prosperity specifies the fixed fee, terms of engagement, and termination clause.
Please review our Firm Disclosure Brochure for more information regarding this service and fees.
Complete Package - Integrated Financial Planning & Portfolio Management Service
OPTION 1 - Ongoing financial plan service without portfolio management
Fixed annual fee charged monthly and payable via PayPal* INDIVIDUALS - $125 per month COUPLES - $185 per month
OPTION 2 - Ongoing financial plan service with portfolio management ($50,000 to $300,000)
Fixed annual fee charged monthly, payable via PayPal* INDIVIDUALS - $125 per month COUPLES - $185 per month
Portfolio Management fee charged as a percentage of assets under management per annum, deducted directly from your accounts monthly
$0 to $300,000 - 0.5%
$50,000 minimum per account
$300,000 maximum - all accounts per household
After reaching $300,000 in invested asset under management you are automatically moved to a single fee as calculated in OPTION 3
OPTION 3 - Ongoing financial plan service with portfolio management ($300,000 +)
Single fee calculated as a percentage of invested assets under management per annum, deducted directly from your managed accounts monthly **
$300,000 minimum per household
First $500,000 1.00%, plus
$500,001 to $1,000,000 0.75%, plus
$1,000,001 to $2,000,000 0.50%, plus
$2,000,001 to $3,000,000 0.40%
Over $3,000,000 0.00%
* Financial Prosperity charges the above fixed fee for ongoing personal financial plan service monthly, in advance, and requests that recurring payments be established via PayPal and submitted by the 30th of each month. A link to set up recurring payments is on our website.
** Financial Prosperity charges the annualized portfolio management fee monthly in advance to each account under its discretionary management and accounts in a household are aggregated to determine the total asset level in your household. The fee is based on the account value on the last day of the previous calendar month as reported by the custodian.
The Integrated Financial Planning & Portfolio Management Service Agreement executed between you and Financial Prosperity specifies the fixed fee, portfolio management fee, terms of engagement, and termination clause.
Please review our Firm Disclosure Brochure for more information regarding this service and fees.