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 Boulevard, Suite 200, Minneapolis, MN, 55405
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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 Activities
Cassity is the Chief Operating Officer of Prosperity - An EisnerAmper Company, a Registered Investment Advisor (RIA). She dedicates about a quarter to half of her time to helping develop, lead, and implement the practice's annual business plan.
Employment History
Current Registrations
Prosperity - an Eisneramper Company
Dai Securities, LLC
Dai Securities, LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Eide Bailly Advisors, LLC
Securities America, INC.Broker
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.