Michael
Calco
Prosperity Wealth Management, Inc
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About this Advisor
Michael Calco is a certified financial planner based in San Ramon, California with a total of 3 years of industry experience. Calco is currently employed by Prosperity Wealth Management, Inc. Their career trajectory has included roles at Self-Employment, Sii Investments, Inc and Prosperity Wealth Management, Inc. Calco maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Ohio. Prosperity Wealth Management, Inc is a business operating out of San Ramon, CA. The investment advisory business has offices in 42 locations and a total of 50 people on staff. It has $217 million in assets under management across its 1,330 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,330 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fees billed by Prosperity Wealth Management, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$217,168,317
50
1,330
$163,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Calco Work History
Michael has been registered as a financial advisor for 3 years.*
Prosperity Wealth Management, Inc
Sii Investments, Inc
Self-Employment
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Calco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity Wealth Management, Inc
San Ramon, CA
Shreveport, LA
Marietta, GA
San Ramon, CA
San Diego, CA
San Ramon, CA
Souderton, PA
San Ramon, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
