JB
CFP
JB
CFP

Jordan Steven Bromley

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
173 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$216.1M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3349 Michelson Dr, Suite 200-8E, Irvine, CA, 92612

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prosperity Wealth Planning LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Cetera Investment Advisers LLC
August 2023 - June 2024 · 10 mos
Cetera Advisor Networks LLCBroker
June 2023 - June 2024 · 1 yr
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.