Wealth Management Services for a Better FutureProsperityPrivate Investments offers comprehensive and personalized Wealth Management services to help you build and preserve your wealth. LEARN MORE BELOW |
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Trusted Financial AdvisorsAt ProsperityPrivate Investments we are committed to helping our clients turn their aspirations and financial goals into realities. |
Asset Management
*Investing involves risk and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation. A copy of the current options disclosure document can be obtained from your financial advisor. Options are not suitable for all investors. In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement. |
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Disclosures©2022 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by any financial institution insurance, the FDIC/NCUA, or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Prosperity Bank and ProsperityPrivate Investments are not registered brokers/dealers and are independent of Raymond James Financial Services, Inc. Third-Party Links: Certain links may let you leave the Prosperity Private Investments Website. The linked websites are not under the control of Prosperity Bank nor ProsperityPrivate Investments and We are not responsible for the content of any linked website or any link contained in a linked website, or any changes or updates to such websites. ProsperityPrivate Investments and Prosperity Bank are providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, investigation, verification, or monitoring by us of such third-party websites. |
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