Prosperity - an Eisneramper Company
Assets Under Management
$2.9B
Number of Clients
1,811
Number of Advisors
54
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$54.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Prosperity - An EisnerAmper Company offers investment planning, tax planning, retirement planning, business planning, estate planning, debt management, insurance planning, and education planning. They manage investment portfolios and provide financial plans tailored to individual client needs. Prosperity may recommend unaffiliated independent investment managers. They also offer retirement plan advisory services.
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.
Areas of Practice
Location
10065 Red Run Boulevard, Suite 200, Owings Mills, MD, 21117