Prosperifi LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ProsperiFi provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and family‑owned businesses. Like many supported firms, it delivers ongoing portfolio management and financial planning alongside pension consulting and the selection of third‑party money managers.
The firm’s investment approach combines fundamental, quantitative, technical analysis and modern portfolio theory, and it documents client objectives in an Investment Policy Statement to guide portfolio construction. While primarily pursuing long‑term strategies, ProsperiFi may employ short‑term trading, options, margin, and short sales for suitably profiled clients and allocates to a broad set of investments, including non‑traded private offerings, private equity, hedge funds, and real estate funds after targeted due diligence.
ProsperiFi is a relatively small, supported adviser managing roughly $74 million for under 100 clients, but it offers access to alternative and private investments and the ability to engage third‑party managers—arrangements for which it receives its standard advisory fee in addition to the third‑party manager’s fees. The firm also discloses that supervised persons sell insurance products (creating documented conflicts of interest), requires use of a specific custodian, and has formalized custody, standing letter of authorization, and updated cybersecurity and privacy practices in recent filings.
Client services
Expertise
Fee options
Fixed fees for financial planning and pension consulting between $1,000 and $50,000
$0 - $500,000: 1.85% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Hourly fees for financial planning between $200 and $2,500; hourly fees for pension consulting between $500 and $2,000
Account minimum: $500,000 Fee-only: Financial planning and pension consulting fixed fees $1,000 to $50,000; hourly fees $200 to $2,500 for financial planning and $500 to $2,000 for pension consulting
Main office
701 Lee Street, Suite 650
Des Plaines IL 60018
Advisors at this office
1
Most active in
Illinois · Texas · Wisconsin
Also doing business as
Prosperifi · Prosperifi LLC · Prosperifi, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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