Hugh Michau Cannon

Prosperity Wealth Management, INC.

37 Years of Experience

View SEC Summary

Firm Information

Prosperity Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

46 advisors

Number of Clients

1,619 clients

Average Client Portfolio

$273K average

Assets Under Management

$442.2M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $750K	1.50%
$750K - $1.0M	1.35%
$1M+	1.20%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Financial Plan Fee:Up to $10,000

Hourly Rate:$250/hr

Asset management fees are based on a percentage of your assets (see table for rates). Financial planning and consulting are charged hourly ($250/hour) or as a flat fee (up to $10,000), both of which are negotiable. Fees for third-party advisors are separate and in addition to Prosperity Wealth Management's fees.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning

Advisor Information

Office location

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

Get directions

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.