Jeremy Tyler
Jeremy Tyler is a CFP, ChFC-designated registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 20 years of industry experience. Jeremy 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 (2)
Criminal
April 2007Criminal
May 2002Other Business ActivitiesSells Insurance
Jeremy owns Wise Medicare, where he works as an insurance agent offering fixed annuities, disability, health, life, employee benefits, and long-term care, dedicating about 10-20% of his time. He is also a 50% silent partner in ClearView Insurance & Financial Services and a board member of NAIFA.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Previous Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Questar Capital CorporationBroker
Mutual of Omaha Investor Services, 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.