Brian Samuels
Brian Samuels is a registered investment advisor at Prosperity Wealth Management, INC., based in San Diego, CA, with 29 years of industry experience. Brian 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
9845 Erma Rd, San Diego, CA, 92131
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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 ActivitiesSells Insurance
Brian is the Managing Director, President/CEO of Highland Capital Financial Consulting LLC, an insurance marketing agency, since 2005, dedicating about 10-20% of his time. He is also a managing director at Individual Insurance Solution, Inc., an insurance agency, and an office manager for San Diego Financial Center, LLC.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Fortune Financial Services, INC.
Previous Registrations
Prosperity Wealth Management, INC.
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
NFP Securities, INC.Broker
NFP Securities, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.