Assets Under Management
$358.9M
Number of Clients
656
Number of Advisors
9
Average Client AUM
$547K
AUM per Advisor
$39.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prosperity Financial Group provides asset management, financial planning, and consulting services. They create tailored portfolios using various securities and offer financial planning encompassing investment, retirement, estate, tax, and other areas. They also refer clients to third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583