Menu
The Prosperity People
Bellevue, Kentucky
The Prosperity People, a distinguished investment advisory firm headquartered in Bellevue, KY, is dedicated to helping individuals and employers achieve financial prosperity. With a single office, the firm employs a talented team of three experienced professionals who specialize in providing comprehensive investment advisory services.
The firm boasts an impressive average of approximately $36,770,000 in assets under management per investment advisor, reflecting their expertise in managing and growing clients' wealth. Their compensation structure is flexible, offering clients various options such as a percentage of assets under ma...see more
Assets Under Mgmt
$110.31M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Orders brought against in connection to investment related activities (10yrs)
Reviews for The Prosperity People
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.