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Prosperity Wealth Management, INC.

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Assets Under Management

$442.2M

Number of Clients

1,619

Number of Advisors

46

Average Client AUM

$273K

AUM per Advisor

$9.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Prosperity Wealth Management offers asset management, financial planning & consulting, pensions consulting, and referrals to third-party money managers. They create tailored portfolios and review them quarterly. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. The firm utilizes third-party sub-advisors.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $750K1.50%
$750K - $1.0M1.35%
$1M+1.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth
Location

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

46 Advisors at this firm

BD
Blake William Daniels
BD
Brian Dale Daniels
BS
Brian Eric Samuels
BP
Brian Michael Pilon
BM
ChFC
Bruce Lee Musselman
BS
Bruce Richmond Sinclair
CC
Charles Albert Cerone
CC
Christopher Michael Carrillo
CW
Craig Joseph Wisner
CP
Cynthia Pellegrino
DD
Daniel Allen Dague
DW
CFP
Daniel Weimer
EK
Elliot Herbert Kallen
FS
Francis a Snyder
GB
Gregory John Bentley
HC
Hugh Michau Cannon
JG
CFP
Jeffrey Kim Gin
JT
CFP · ChFC
Jeremy Dale Tyler
JP
Jim Bryan Pulley
JD
Joseph Jeffry D'urso
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Prosperity Wealth Management, Inc. | TrueAdvisor