Prospero Wealth Fees & Minimum

Overview

Total Firm Assets: $111 million
Average High-Net-Worth Client Portfolio Size: $1.8 million

Fee Disclosure

Source: PROSPERO WEALTH, LLC - ADV PART 2A (2026-07-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$2,000,000	0.90%
$2,000,001	$3,000,000	0.80%
$3,000,001	$4,000,000	0.70%
$4,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	$65,000	0.65%
$50 million	$265,000	0.53%
$100 million	$515,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 66.99%
Number of High-Net-Worth Clients: 42
Total Client Accounts: 304
Discretionary Accounts: 304

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 289966

PROSPERO WEALTH, LLC - ADV PART 2A (2026-07-22) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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