Tony Sonsini
Tony Sonsini is a registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 29 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Tony sells insurance, dedicating nearly full-time hours to this activity. He also collects rent from a rental property, and works as a food delivery driver for Door Dash and Grub Hub, spending about a quarter of his time on each.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Securities America, INC.Broker
Foresters Equity Services, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations5 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.