Prosperity - An EisnerAmper Company provides investment planning, tax planning, retirement planning, business planning, estate planning, debt management, insurance planning, and education planning. They manage investments for individuals, trusts, estates, retirement plans, and other business entities. Prosperity offers both discretionary and non-discretionary investment management services. Financial planning can be comprehensive or modular, focusing on specific areas of interest. They may recommend independent investment managers and use technology platforms like FinLife Partners.
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.