Prosperent Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,950,554
Total clients
0
Total advisors
2
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Prosperent Capital provides discretionary investment management and financial planning and consulting services primarily to individuals and high-net-worth families, managing approximately $2.95 million in discretionary assets. Engagements are structured to manage client assets within designated brokerage or pension accounts and the firm does not accept custody of client funds.
The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, emphasizing low-cost, diversified, primarily passive mutual funds and ETFs while retaining the flexibility to use individual stocks and bonds and to rebalance or adjust holdings as client needs or market conditions warrant. Portfolio construction and monitoring are carried out on a discretionary basis following an initial assessment of a client’s goals, risk tolerance and financial situation.
Prosperent Capital’s business model includes a number of features that are less common among peers: it has affiliated businesses that provide accounting/tax services and sell life insurance and annuities, and those affiliates operate under common ownership with the adviser. The firm also offers non‑AUM fee arrangements (hourly, retainer, and fixed planning fees) in addition to percentage‑of‑AUM billing, and it uses a third‑party referrer/promoter arrangement that is compensated from the firm’s advisory fees.
Client services
Expertise
Fee options
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
Main office location
Prosperent Capital, LLC
185 E. Church Street
Ukiah CA 95482, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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