Prosus Wealth Management fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Prosus Wealth Management charges $400 an hour, a flat or project fee of $2,500, and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“An hourly fee of $ 400.00 per hour is charged by us for financial planning services under this arrangement.”
- Flat or project fee
- $2,500
“The minimum fixed fee is generally $2,500 and can range upward depending the time and complexity of the Clients specific circumstances.”
- Annual fee
- $10,000/yr
“Retainer fees range from a $10,000.00 to 50,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosus Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Prosus has a minimum annual retainer fee of $10,000.00, billed and payable quarterly.”
- “Fees for partial periods will be prorated based on the number of days in the billing period that the account was under the third party manager’s management.”
- “Upon termination, any unearned fees paid in advance will be refunded.”
How Prosus Wealth Management’s fees compare
- Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
- 38 of the 69 other planners in New York that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.
- 8 of the 52 other planners in New York that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the New York median of $6,250. 60% of the 80 other New York planners that publish an annual fee charge less.
- 13 of the 22 other planners in New York that publish an annual fee charge less.
About Prosus Wealth Management
“Prosus provides investment management and financial planning services to our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 6
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,401,439
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312172
- Phone
- (212) 709-8175
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.