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, individual-owned registered investment adviser that appears to focus on serving individuals and families. The firm registered with the SEC in 2018 and combines financial planning with portfolio management for individuals and small businesses. Its advisory services also include pension consulting and educational workshops. Compensation is flexible across percentage-of-AUM, hourly, and fixed-fee arrangements. The firm identifies as an active ESG investor and lists an affiliation with an insurance company, which aligns with its use of annuity products. It does not present itself as a capital allocator.