Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
1,811 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.9B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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.
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Location
Ficthburg, MA
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Prosperity - an Eisneramper Company
September 2025 - Present · 6 mos
Dai Securities, LLCBroker
September 2025 - Present · 6 mos
Previous Registrations
MML Investors Services, LLC
May 2025 - September 2025 · 4 mos
MML Investors Services, LLCBroker
March 2024 - September 2025 · 1 yr 6 mos
Commonwealth Financial Network
July 2023 - January 2024 · 6 mos
Commonwealth Financial NetworkBroker
July 2023 - January 2024 · 6 mos
Cetera Investment Advisers LLC
February 2023 - March 2023 · 1 mo
Cetera Financial Specialists LLCBroker
January 2023 - March 2023 · 2 mos
Fidelity Brokerage Services LLCBroker
October 2020 - January 2021 · 3 mos
State Registrations1 state
MA
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.