Frequently Asked Questions

Happy clients are the best clients. Clients that are best suited to work with me are those that desire the peace of mind achieved in working with an experienced wealth planner, desire holistic planning, and do not try and chase markets. Clients who feel confident in time tested methodology, industry leading software, and reporting analytics.

While I do not have an asset minimum the quarterly minimum fee is $1,000.

Prospera Capital Management is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). Our corporate structure was designed to provide world class client service and flexibility. I co-founded Prospera Capital Management with Chase Deters, CFP®, ChFC®, together we operate our own individual Wealth Management practices under doing business as (DBA) entities. Whether you are engaging with Deters Wealth Management or Amparan Wealth Management, you benefit from our collective expertise and unwavering dedication to your financial success. 

We are a Registered Investment Advisory (RIA) firm and regulated by the Securities and Exchange Commission (SEC). The name of the RIA I operate under is Prospera Capital Management. 

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You can read my ADV 2A, 2B, Brochure, and other regulatory documents at the link above "SEC Firm".

I believe in reasonable fees, keeping more wealth in your portfolio.

First $5 million .30%

$5M- $10M .20%

$10M- $25M .10%

$25M and up .05%

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I do aggregate fees among family members. 

Minimum Quarterly fee is $1,000 and maximum is $25,000.

To put this into context the industry average fee is around 1% and up. I desire to provide a boutique advisory firm feel with at scale pricing. My goal is to keep more money in your portfolio while providing world class advice.

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I am fee only, no hidden fees, commissions or contracts locking you in.

The wealth management industry is full of planners, hiring a Certified Financial Planner® professional is helping to ensure you are working with an advisor that has the skills, knowledge, and expertise to guide you through your financial journey.

Additionally, I hold my Certified Trust and Fiduciary Advisor designation. This provides unique knowledge into various Trust vehicles.

Arguably the most valuable skill set that I possess is my genuine curiosity and care for my clients. I truly care about my clients, their lives, families, and wellbeing. I have worked at large firms where advisors have hundreds of clients and, despite their best efforts, try and form lasting deep relationships but it is near impossible when every interaction is on a clock, strictly measured, and scrutinized.

That is the premise behind Amparan Wealth Management. To allow individualized, dedicated advice to a small set of clients.

Your information and security are of the utmost importance to me. My clients have access to a document vault to allow sharing of documents securely. I utilize custodians that ensure your assets are safe and I abide by industry practices in safe guarding your assets.