Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity charges a percentage of your portfolio each year for investment management, ranging from 0.30% to 1.50%. The exact percentage depends on the amount you invest. If Prosperity recommends an independent manager, you'll pay an additional fee, ranging from 0.2% to 1.46%. These fees are negotiable. Minimum investment amounts vary by manager.
Location
2501 Wayzata Blvd, Minneapolis, MN, 55405
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian works as a financial advisor for Prosperity - An EisnerAmper Company since 2022. This activity is investment-related and takes about half of his time during business hours.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLC
Dai Securities, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Triad Hybrid Solutions, LLC
Triad Advisors, INC.Broker
J.P. Morgan Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.