Jim Bryan Pulley

Prosperity Wealth Management, INC.

30 Years of Experience

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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

3415 McNiel Ave, Suite 104, Wichita Falls, TX, 76308

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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

June 1999

Settled

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Other Business ActivitiesSells Insurance

Jim works as an insurance agent selling and servicing life insurance products, dedicating nearly full-time hours to Pulley Insurance & Financial Service. He also owns rental property and is an author, spending minimal time on these activities.