Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kentucky > bellevue > THE PROSPERITY PEOPLE
THE PROSPERITY PEOPLE
601 Fairfield Avenue
Bellevue, Kentucky 41073
Tel: 859-331-7755
About THE PROSPERITY PEOPLE
THE PROSPERITY PEOPLE, formally registered with the SEC as THE PROSPERITY PEOPLE. The firm was established in 04/08/2022. They have over 1 offices throughout the country.
THE PROSPERITY PEOPLE is a Bellevue, Kentucky based Financial Planning firm with nearly $130,700,000 assets under management, offering retirement planning & investment advisory services to 520 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124957 |
| SEC# | 801-123671 |
| Assets Managed by Firm | $130,700,000 |
| No. of Clients | 520 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 520 | $130,700,000 |
| Individuals (other than high net worth individuals) | 129 | $47,300,000 |
| High net worth individuals | 34 | $74,800,000 |
| Charitable organizations | 1 | $8,600,000 |
More Retirement Planning firms in Bellevue, Kentucky:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
| $7,678,048,654 | 93 | 44 | |
| $4,469,969,570 | 105 | 19 | |
| $3,803,189,141 | 21 | 142 | |
| $3,257,395,486 | 67 | 180 |
Explore More Retirement Advisors in Bellevue, Kentucky