TrueAdvisor
TrueAdvisor
CD
CD

Cesar Bagamasbad Dantes

Prosperity Financial Group, INC.
28 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning
Prosperity Financial Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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 ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10M+0.70%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

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

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History

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
April 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Prosperity Financial Group, INC.
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - June 2010 · 1 yr 5 mos
Raymond James & Associates, INC.
September 2006 - December 2008 · 2 yrs 3 mos
Wells Fargo Investments, LLC
November 2004 - September 2006 · 1 yr 10 mos
Citigroup Global Markets INC.
July 1997 - November 2004 · 7 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.