Christopher Carrillo
Christopher Carrillo is a registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 13 years of industry experience. Christopher 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
Christopher is a brokerage insurance agent with MassMutual, selling life insurance, annuities, disability insurance (DI), and long-term care insurance (LTC). This takes about a quarter of his time, with an additional 30 hours spent on trading.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Previous Registrations
Fortune Financial Services, INC.Broker
Prosperity Wealth Management, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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