JH
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Prosperity Financial Group, INC.
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Insight Wealth Strategies, LLC
November 2018 - May 2021 · 2 yrs 6 mos
Ep Wealth Advisors
November 2016 - November 2018 · 2 yrs
Bha Select Network, LLCBroker
November 2015 - August 2016 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.