Jim Bryan Pulley

30 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth

Prosperity Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

46 advisors

Number of Clients

1,619 clients

Average Client Portfolio

$273K average

Assets Under Management

$442.2M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $750K	1.50%
$750K - $1.0M	1.35%
$1M+	1.20%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3415 McNiel Ave, Suite 104, Wichita Falls, TX, 76308

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 1999

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jim works as an insurance agent selling and servicing life insurance products, dedicating nearly full-time hours to Pulley Insurance & Financial Service. He also owns rental property and is an author, spending minimal time on these activities.