Blake Daniels is a registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 41 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Blake receives passive income from rental properties, dedicating minimal time. He is also the CFO of Fortune Financial Services and a 25% owner of Prosperity Wealth Management, Inc.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Keystone Capital CorporationBroker
Beaconsfield Financial Services, INC.Broker
Mfi Investments CORP.Broker
First American National Securities, INC.Broker
State Registrations51 states
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