Jude Viator
Jude Viator is a registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 27 years of industry experience. Jude 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
Jude is an agent offering accident, health, disability, and traditional life insurance, commission-based group benefits, fixed and indexed annuities, and life settlements, dedicating nearly full-time hours to this. Jude also works as an agent for Advisors Financial Group offering similar insurance products and health savings accounts, but spends minimal time on this.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
State Registrations1 state
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.