Daniel Barram
Daniel Barram is a registered investment advisor at Prosperity Advisers, LLC, based in Clearwater, FL, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 289 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity Advisers manages investments for a fee based on the total value of your portfolio. This fee generally ranges from 0.50% to 1.50% annually. The exact fee is negotiable and depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Fees are typically billed quarterly, based on the value of your investments at the end of the previous period.
Location
Clearwater, FL
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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
Daniel is a co-owner and insurance agent at Retirement Prosperity Group, providing insurance sales and services since 2015. This activity takes up the majority of Daniel's time.
Employment History
Current Registrations
Prosperity Advisers, LLC
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.