Jaime Facchino
Jaime Facchino is a registered investment advisor at Prosperity - an Eisneramper Company, based in Owings Mills, MD, with 20 years of industry experience. Jaime 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2021Other Business Activities
Jaime works full-time as a Relationship Manager for Prosperity - An EisnerAmper Company, an RIA. Jaime's responsibilities include client presentations, financial planning, and customer service.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLCBroker
Previous Registrations
Apw Capital, INC.Broker
Eisneramper Wealth Management & Corporate Benefits, LLC
Foundations Investment Advisors LLC
Alloy Investment Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fsc Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.