Financial Planning: Fees

 Prosperitas typically offers a year-long engagement with our clients, although some clients require smaller projects to be completed on an hourly basis

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

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

Prosperitas works with the following suite of applications, and all clients receive access to them:

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 Orion)
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.

Clients 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 clients will assess, discuss, and determine if continued financial planning is appropriate and what the fee for the upcoming year will be.