Daniel Weimer
Daniel Weimer is a CFP-designated registered investment advisor at Prosperity Wealth Management, INC., based in Mars, PA, with 37 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Mars, PA
Get directionsHistory
Regulatory History (1)
Regulatory
March 2021Other Business ActivitiesSells Insurance
Daniel is an investment advisor representative with Prosperity Wealth Management. He is also licensed to sell life insurance, health, disability, and long-term care insurance, and operates under the DBA Life Goals Financial as its president and owner.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Fortune Financial Services, INC.
Previous Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Key Investment Services LLCBroker
Key Investment Services LLC
LPL Financial LLC
LPL Financial LLCBroker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Corelink Financial, INC.Broker
Spectrum Securities CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations1 state
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.