Donald Hoffman
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
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.
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 ActivitiesSells Insurance
Donald is the President/Owner of The Prosperity Consulting Group LLC, dedicating full-time hours to financial planning, asset management, and estate planning. He also spends about a quarter of his time as a partner at EisnerAmper LLP and Eisner Advisory Group, LLC, providing tax accounting and preparation services, and dedicates minimal time to insurance sales.
Employment History
Current Registrations
Dai Securities, LLCBroker
Prosperity - an Eisneramper Company
Previous Registrations
Eisneramper Wealth Management & Corporate Benefits, LLC
Triad Advisors LLCBroker
1st Global Capital CORP.Broker
1st Global Advisors INC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations8 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.