ProsperPlan Wealth
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Divorced Individuals
Guiding your family’s wealth
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Equity Compensation
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
Pricing
- One-Time Financial Planning Fee — $2,500 one-time
- Percentage of Assets (AUM) — 0.5%–1.25% of AUM