PRESPER FINANCIAL ARCHITECTS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$363M

Discretionary

$363M

100% of AUM

Avg account

$209K

Accounts

1,737

Employees

Advisory reps

Firm details

Headquarters: AKRON, Ohio
CRD number: 297538
Registered since: August 1, 2018
Website: www.presperfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.37%
Individuals38.82%
Charitable Organizations1.81%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Presper Financial Architects, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is owned by an individual and focuses on individual and family clients. Compensation is flexible: they charge a percentage of assets under management and also offer hourly and fixed-fee engagements. Advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. The firm identifies as an active ESG investor and maintains an industry affiliation with an insurance company. Presper Financial Architects is not structured as a multi-state adviser or as a capital allocator.