Gregory John Bentley

41 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth

Prosperity Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

46 advisors

Number of Clients

1,619 clients

Average Client Portfolio

$273K average

Assets Under Management

$442.2M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $750K	1.50%
$750K - $1.0M	1.35%
$1M+	1.20%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Gregory is the CEO of Fortune Financial Services, Inc. He anticipates splitting his time evenly between Fortune Financial Services and Prosperity Wealth Management, where he is a 25% owner.

Employment History

Current Registrations

Prosperity Wealth Management, INC.

February 2020 - Present · 6 yrs

Fortune Financial Services, INC.Broker

November 2011 - Present · 14 yrs 3 mos

Previous Registrations

Prosperity Wealth Management, INC.

February 2015 - December 2019 · 4 yrs 10 mos

Keystone Capital CorporationBroker

November 2012 - February 2015 · 2 yrs 3 mos

Dt Securities, LTD.Broker

February 2011 - October 2011 · 8 mos

Summit Brokerage Services, INC.Broker

June 2009 - February 2011 · 1 yr 8 mos

Questar Capital CorporationBroker

October 2007 - February 2009 · 1 yr 4 mos

Summit Brokerage Services, INC.Broker

June 2002 - September 2007 · 5 yrs 3 mos

Jwgenesis Financial Group, INCBroker

July 2000 - January 2001 · 6 mos

First Union Securities Financial Network, INC.Broker

April 1999 - July 2001 · 2 yrs 3 mos

Jwgenesis Securities, INC.Broker

April 1999 - January 2001 · 1 yr 9 mos

Cadaret, Grant & CO., INC.Broker

July 1991 - April 1999 · 7 yrs 9 mos

Invest Financial CorporationBroker

July 1990 - April 1991 · 9 mos

Financial Services Marketing, INC.Broker

August 1989 - May 1990 · 9 mos

Travelers Equities Sales, INC.Broker

August 1984 - March 1989 · 4 yrs 7 mos

Equico Securities, INC.Broker

October 1980 - September 1982 · 1 yr 11 mos

The Equitable Life Assurance Society of the United StatesBroker

March 1980 - September 1982 · 2 yrs 6 mos

State Registrations34 states

AZCACOCTDCFLGAIAIDILINLAMDMEMIMNMONCNHNJNVNYOHORPARISCTNTXUTVAWAWIWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.