Jaime Facchino
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
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.