| 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.
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsElliot is the President of Prosperity Financial Group, a financial planning firm, since 2000, where he focuses on retirement planning, benefits administration, and asset management. He also owns and manages Prosperity Wealth Management, an investment advisory business, and offers health/group benefits and fixed annuities.