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Jaime Facchino

Prosperity - an Eisneramper Company
20 Years of Experience
Indian Land, SC
1 DisclosureBroker
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Jaime Facchino is a registered investment advisor at Prosperity - an Eisneramper Company, based in Indian Land, SC, with 20 years of industry experience. Jaime is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,412 clients with $5B in assets under management.

Prosperity - an Eisneramper Company
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
2,412 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment management fees range from 0.10% to 1.50% based on a percentage of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Indian Land, SC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2021
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Other 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
February 2024 - Present · 2 yrs 8 mos
Dai Securities, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Apw Capital, INC.Broker
July 2022 - May 2023 · 10 mos
Eisneramper Wealth Management & Corporate Benefits, LLC
July 2022 - February 2024 · 1 yr 7 mos
Foundations Investment Advisors LLC
November 2021 - May 2022 · 6 mos
Alloy Investment Management
October 2021 - May 2022 · 7 mos
Charles Schwab & CO., INC.
May 2016 - June 2021 · 5 yrs 1 mo
Charles Schwab & CO., INC.Broker
May 2016 - June 2021 · 5 yrs 1 mo
Fsc Securities CorporationBroker
September 2015 - November 2015 · 2 mos
UBS Financial Services INC.
December 2013 - November 2014 · 11 mos
UBS Financial Services INC.Broker
December 2013 - November 2014 · 11 mos
Wells Fargo Advisors, LLC
November 2010 - December 2013 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
December 2003 - December 2013 · 10 yrs
State Registrations2 states
NJSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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