Prosperity Wealth Management, INC.
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 tailor investment strategies to client needs, review portfolios quarterly, and offer financial planning services covering various areas like retirement, estate, and tax planning.
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
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.
Areas of Practice
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583