Carey Gertler is a CFP-designated registered investment advisor at Prosperity - an Eisneramper Company, based in Iselin, NJ. Carey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,896 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperity - An EisnerAmper Company's investment management fees are based on a percentage of the value of your portfolio, ranging from 0.30% to 1.50% annually. The rate you pay depends on the total value of your household's investments managed by the firm. If Prosperity recommends an independent investment manager, you will be assessed an additional fee, ranging from 0.2% to 1.46%, depending on the manager and services provided.
Location
111 Wood Avenue South, Suite 110, Iselin, NJ, 08830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prosperity - an Eisneramper Company
State Registrations1 state
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