Shared Prosperity Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shared Prosperity Group is an independent advisory firm that provides discretionary portfolio management and tailored financial advice to individuals, high‑net‑worth clients, and business entities. The firm also offers ongoing planning support for eligible clients and produces general‑education content through a firm‑operated YouTube channel.
SPG implements a strategic asset allocation approach using model portfolios, employing direct indexing for U.S. equity exposure and exchange‑traded funds for other asset classes, with tax‑aware variants and automated tax‑loss harvesting available through its custodian. The custodian continuously monitors and rebalances accounts, and the firm conducts regular reviews of client accounts while requiring clients to custody assets on that platform.
Distinctive aspects of the firm include an irrevocable commitment in its operating agreement to contribute 10% of gross revenue to a donor‑advised fund that makes grants to vetted U.S. nonprofits, and an internally developed secure client portal and planning tools provided to clients. The firm also pays its custodian’s platform, direct‑indexing, and automated tax‑management fees on behalf of clients and may use third‑party model portfolios from the custodian’s marketplace on a case‑by‑case basis.
Client services
Expertise
Fee options
1.00% annually for accounts $50,000 and up; discounted rates for select clients under Founders Club program (0.90% for $50,000+, 0.80% for $500,000+)
Account minimum: $25,000 per account; $50,000 per household (minimum client relationship size). Minimums may be waived at SPG's discretion.
Main office
5441 S Macadam Ave, Ste N
Portland OR 97239
Advisors at this office
1
Most active in
Louisiana · Oregon
Also doing business as
Shared Prosperity Group · Shared Prosperity Group 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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