Allan Weiss
Allan Weiss is a registered investment advisor at Prosperitas Financial, LLC, based in Woodland Hills, CA, with 44 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,635 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitas Financial offers asset management services where the maximum annual fee charged will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the value of the account on the last day of the previous quarter.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2.40%. This fee is in addition to any fees assessed by the third party manager.
Location
21021 Ventura Blvd #200, Woodland Hills, CA, 91364
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Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Allan is the president/sole proprietor of Weiss Financial Group since 1996, dedicating full-time hours to this investment-related activity, including sales of fixed annuities, life insurance products, and group medical. Since 2018, Allan is also an investor for Marquee Funding Group, receiving monthly interest checks, which takes minimal time.