Cesar Bagamasbad Dantes

Prosperity Financial Group, INC.

28 Years of Experience

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Firm Information

Prosperity Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

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

—

Financial Plan Fee:Up to $10,000

Hourly Rate:$250/hr

Asset management fees are based on a percentage of your portfolio's value, billed quarterly in advance. Financial planning and consulting are charged hourly ($250/hour) or as a flat fee (up to $10,000), both of which are negotiable. A retainer of 50% is required for financial planning and consulting, not exceeding $1,200 if services aren't rendered within six months. Clients also incur transaction fees charged by their custodian.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

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

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Regulatory History (1)

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