Advisor at Prosperent Capital, LLC
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Firm
Prosperent Capital, LLC
Location
Huntington Beach, CA
Credentials
Series 65
Industry experience
1 year
Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with one year of industry experience and holds a Series 65 credential. She has worked at Prosperent Co since 2023 and previously at Reach Agency, Inc and Eropkin Enterprises Inc, where she serves as president providing business consulting and accounting services. Outside of her advisory role, she is the managing director of client services at Prosperent Co, a CPA firm. Prosperent Capital offers discretionary investment management and financial planning to individuals, high-net-worth families, and pension accounts. The firm employs a Modern Portfolio Theory-based approach with an emphasis on low-cost, diversified, primarily passive investments, and provides ongoing portfolio oversight and tailored financial planning.
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
Huntington Beach, CA
California
Prosperent Co
2023 - Present (3 years)
Reach Agency, Inc
2021 - 2024 (3 years)
Eropkin Enterprises Inc
2010 - 2024 (14 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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Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
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