William St.clair
William St.clair is a registered investment advisor at Prosperity - an Eisneramper Company, based in Mount Laurel, NJ, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
305 Fellowship Road, Suite 200, Mount Laurel, NJ, 08054
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Regulatory History (1)
Regulatory
September 2025Other Business ActivitiesSells Insurance
William sells fixed insurance products, dedicating about 10% of his time to this activity. He is also a Wealth Advisor at Prosperity - An EisnerAmper Company, spending nearly all his time on financial planning, and is the Chairman of the Board for Friends of Father Judge High School Inc, spending about 10-20% of his time on board responsibilities. Finally, he is a retired CPA partner at EisnerAmper LP / Eisner Advisory Group LLC, spending about 10-20% of his time on tax review and consultations.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLC
Dai Securities, LLCBroker
Previous Registrations
Apw Capital, INC.Broker
Eisneramper Wealth Management & Corporate Benefits, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
The Investment Center, INC.Broker
CPA Advisors Network, INC.Broker
Securities America, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.