Jamie Hargrave
Jamie Hargrave is a registered investment advisor at Prosperity Financial Group, INC., based in San Ramon, CA, with 27 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 656 clients with $360M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
Jamie is an IAR through Prosperity Financial Group and an independent insurance agent with CSI Financial Group since 2022, spending a few hours per week on insurance. Jamie is also the CEO/Founder of Cadence Capital Investments, a commercial real estate investment agency, dedicating minimal time to it.
Employment History
Current Registrations
Prosperity Financial Group, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Financial Group, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.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.