Prosperity Financial Group, Inc.
San Ramon, California
Prosperity Financial Group, Inc. is a reputable investment advisory firm headquartered in San Ramon, CA, with three office locations. With a team of eight dedicated professionals, Prosperity Financial Group offers comprehensive investment advisory services to a diverse clientele. Each advisor manages an average of $26,650,000 in assets, demonstrating their expertise in wealth management. The firm's compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. A notable aspect of Prosperity Financial Group's portfolio is its substantial expertise in...
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Assets Under Mgmt

$213.17M

Investment Professionals

8

Locations

2

% 401K & Individual

63%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Now the subject of a civil proceeding involving previous disclosures
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