Prosperity Planning
Riverside, Missouri
5.0
2 Reviews
Prosperity Planning is a local investment advisory firm based out of Riverside, MO. With one office, they have established themselves as a trusted financial partner in the community. The firm boasts a team of 11 highly skilled professionals, with 8 of them specializing in providing top-notch investment advisory services. With an impressive track record, Prosperity Planning manages an average of $42,760,000 in assets under management per investment advisor. Their compensation structure is diverse and caters to the unique needs of their clients, including a percentage of assets under management and fixed fees. Although 401K and ...
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Assets Under Mgmt

$342.07M

Investment Professionals

8

Locations

0

% 401K & Individual

24%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
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
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