Advisor at Prosperent Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prosperent Capital, LLC
Location
Ukiah, CA 95482
Credentials
CFP®, PFS™, Series 65
Industry experience
10 years
Angie Grainger is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience at Aspiriant, Better Life Advisors LLC, and Black Belt Financial and Insurance Services, Inc. In addition to her advisory role, she is an active certified public accountant providing accounting and tax services through Prosperent, Co. Prosperent Capital offers discretionary investment management and financial planning services to individuals, high-net-worth families, and pension accounts. The firm employs a Modern Portfolio Theory-based approach focused on low-cost, diversified investments and conducts regular portfolio monitoring and reviews. Its affiliated accounting and insurance businesses provide additional tax, accounting, and insurance services.
Based on Prosperent Capital, LLC
Financial planning fixed fees ranging from $500 to $10,000; also investment management flat fees ranging from $500 to $100,000 billed monthly
$0 - $500,000: 1.75% annually $500,001 - $1,500,000: 1.25% annually $1,500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
Hourly financial planning fees ranging from $250 to $750 per hour
Financial planning or consulting monthly fees from $250 to $1,000
Fee-only: Financial planning or consulting services on an hourly basis ranging from $250 to $750 per hour, monthly fees from $250 to $1,000, or fixed fees from $500 to $10,000
185 E. Church Street
Ukiah, CA 95482
California
Prosperent, Co (DBA Prosperent Insurance Agency)
2023 - Present (3 years)
Prosperent Capital, LLC
2022 - Present (4 years)
Prosperity Nation, LLC
2022 - Present (4 years)
Aspiriant, LLc
2020 - 2022 (2 years)
Better Life Advisors LLC
2018 - 2019 (1 year)
Better Life Financial Group, Inc.
2018 - 2020 (2 years)
Better Life Taxes and Insurance Services, Inc.
2017 - 2019 (2 years)
Black Belt Financial and Insurance Services, Inc.
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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