Prosperity Financial Group manages investment portfolios and offers comprehensive financial planning and consulting services. Founded in 2010 and based in San Ramon, California, Prosperity Financial Group helps clients build customized portfolios consisting of stocks, bonds, exchange-traded funds, mutual funds, and options. The firm reviews and rebalances accounts quarterly and can incorporate third-party investment managers. In addition to investment management, Prosperity Financial Group provides financial planning covering retirement, estate planning, charitable giving, education funding, tax strategies, real estate analysis, debt management, and insurance evaluation. Clients can also receive recommendations for accountants, attorneys, and other specialists.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 and charged quarterly in advance.