Jamie Granville Hargrave

Prosperity Financial Group, INC.

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning

Prosperity Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

656 clients

Average Client Portfolio

$547K average

Assets Under Management

$358.9M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	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

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583

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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

September 2022

Settled

View Full SEC Report How to Read Disclosures

Other 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.