Michael Calco
Michael Calco is a CFP-designated registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 47 years of industry experience. Michael 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
Michael is involved in life-work planning, which includes the sale and service of fixed insurance products such as term life, long-term care, and disability income.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Previous Registrations
Prosperity Wealth Management, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Ifg Network Securities, INC.Broker
Buckhead Financial CorporationBroker
Anchor National Financial Services, INC.Broker
Western Reserve Financial Services CORPBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations2 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.