Erin Ansalvish
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
Erin is a Senior Wealth Advisor at The Prosperity Consulting Group, LLC, dedicating nearly full-time hours to wealth management services. Erin also works as an insurance agent, spending about 10-20% of her time running quotes, preparing illustrations, and putting together applications.
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
State Registrations1 state
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