Prosperity Planning Fees & Minimum

Overview

Headquarters: North Kansas City, MO
Total Firm Assets: $543 million
Average High-Net-Worth Client Portfolio Size: $2.5 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: PART 2A BROCHURE (2026-09-21) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.15%
$500,001	$1,000,000	0.80%
$1,000,001	$2,500,000	0.70%
$2,500,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,750	0.98%
$5 million	$35,250	0.70%
$10 million	$60,250	0.60%
$50 million	$180,250	0.36%
$100 million	$330,250	0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.62%
Number of High-Net-Worth Clients: 177
Total Client Accounts: 1,432
Discretionary Accounts: 1,424
Non-Discretionary Accounts: 8

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 298268

PART 2A BROCHURE (2026-09-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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