A complete list of active advisors currently associated with Prosperilux LLC
Warmer can help you find a great advisor at Prosperilux LLC or one who fits your needs even better.
Prosperilux provides discretionary and non‑discretionary asset management alongside financial planning and consulting services for individuals, high net worth individuals, and business entities. The firm’s brochure indicates it currently manages about $1.5 million for a single client and does not serve non‑high‑net‑worth retail individual clients, focusing instead on higher‑net‑worth relationships. The firm’s investment approach uses modern portfolio theory and Monte Carlo analysis to build customized asset allocations and may employ long‑ and short‑term strategies, including options trading where appropriate. Prosperilux may hire Sub‑Advisors, subscribe client accounts to Altruist LLC’s Model Marketplace, and requires clients to establish custody on the Altruist platform; accounts are reviewed at least quarterly. Noteworthy characteristics for a firm of this size include the concentration of assets and client relationships (one client with roughly $1.5 million under management) and a $250,000 account minimum, along with an affiliated insurance practice that can earn commission‑based compensation (disclosed as an approximate 5% time allocation). The firm also does not vote client proxies and receives institutional support from its custodian, arrangements the brochure identifies as potential conflicts of interest that are disclosed and managed.
To learn more about the advisors currently working at Prosperilux LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Denmark, WI
| 7
|
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