Joseph England
Joseph England is a registered investment advisor at Prosperity - an Eisneramper Company, based in Owings Mills, MD, with 28 years of industry experience. Joseph 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
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a partner at Prosperity - An EisnerAmper Company, a CPA and tax firm, dedicating nearly all of his time to managing client services, overseeing accounting and tax, and consulting engagements. He is also a member and investor in 26-28 Centre Street Associates LLC, a rental property, and a board member at Gwynedd Mercy University, dedicating minimal time to each.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Previous Registrations
Dai Securities, LLCBroker
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
The Investment Center, INC.Broker
CPA Advisors Network, INC.Broker
Securities America, INC.Broker
State Registrations1 state
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.