Jude Wilson
Jude Wilson is a registered investment advisor at Prosperity Capital Advisors, based in Bradenton, FL, with 28 years of industry experience. Jude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,096 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
4502 Cortez Rd. W. Suite 302, Bradenton, FL, 34210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1996Other Business ActivitiesSells Insurance
Jude is a licensed insurance agent selling various insurance products, dedicating about half his time to this activity. He also directs a website providing tax education and serves as a board member for Goodwill Industries, spending minimal time on each. Jude owns Wilson Group Financial Management, LLC, which operates his advisory and insurance business, occupying a full-time commitment.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Suntrust Securities, INC.Broker
Pruco Securities CorporationBroker
Dean Witter Reynolds INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.