BB
BB
Brian Booker
21 Years of Experience
Port Haywood, VA
2 DisclosuresSells Insurance
Brian Booker is a registered investment advisor at Prosperity Wealth Management, based in Port Haywood, VA, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 86 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
86 clients
Average Client Portfolio
$665K average
Assets Under Management
$57.2M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Port Haywood, VA
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2019Settled
Customer Dispute
January 2009Denied
Other Business ActivitiesSells Insurance
Brian is an independent licensed insurance agent. This activity is insurance-related.
Employment History
Current Registrations
Prosperity Wealth Management
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Prosperity Wealth Management
November 2019 - October 2021 · 1 yr 11 mos
Northwestern Mutual Investment Services,llc
June 2009 - August 2019 · 10 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
September 2004 - August 2019 · 14 yrs 11 mos
State Registrations2 states
TXVA
Advisor
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.
Exams
No exam information available for this advisor.