Assets Under Management
$442.2M
Number of Clients
1,619
Number of Advisors
46
Average Client AUM
$273K
AUM per Advisor
$9.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prosperity Wealth Management offers asset management, financial planning & consulting, pensions consulting, and referrals to third-party money managers. They create tailored portfolios and review them quarterly. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. The firm utilizes third-party sub-advisors.
| 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.
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583