Prosperity Wealth Management

Pricing

Maple

$355 / month
Plus $1,000 Quick Start Fee

  • Addresses complex questions to help solve your ever-evolving situation:
  • - Is my portfolio invested properly?
  • - We have saved money for kid’s college, how do we spend it?
  • - Is the legal planning I’ve done appropriate?
  • - I’m starting a business, what do I need to prepare for financially?

Walnut

$625 / month
Plus $1,000 Quick Start Fee

  • Solves problems that arise as wealth grows and becomes more complex:
  • - How can I be more strategic with the taxes I pay in my business?
  • - Do I need to start talking to kids about our finances and assets?
  • - Have I saved enough in the right places and when can I retire?
  • - How should I think about passing assets to family members?

Multi-Generational Planning

Please call for pricing: 1-605-275-9181

Many see the navigation of overlapping complexities in families, business and wealth as a challenge that is too difficult to hold together. We see it as an opportunity to grow all dimensions of wealth. Our intentional process and focus on family enterprises creates a structure to bring balance between all and a legacy for many generations that goes beyond the financials.

Resources Included With All Subscriptions

Unlimited Email Access

Unlimited eMoney Access

Podcast Content

Email Newsletter

Fee Schedule

The investment management service is based on an Assets under Management Fee Schedule, which is an ongoing fee paid quarterly:

$0-$2,000,000 0.50% 0.125%
$2,000,001 - $5,000,000 0.40% 0.100%
$5,000,001+ 0.30% 0.075%

Want to learn more?

Let’s talk about the best program for you on a free initial call. Use the button below to contact us today to get something scheduled.

Contact Our Team

Use the below form to contact the Prosperity Wealth Management team. We try to respond to all online requests within one business day.