Daniel Weimer

CFP

36 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth

Prosperity Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

46 advisors

Number of Clients

1,619 clients

Average Client Portfolio

$273K average

Assets Under Management

$442.2M

Fee Structure

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Mars, PA

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

March 2021

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is an investment advisor representative with Prosperity Wealth Management. He is also licensed to sell life insurance, health, disability, and long-term care insurance, and operates under the DBA Life Goals Financial as its president and owner.