Daniel Weimer

CFP

Prosperity Wealth Management, INC.

36 Years of Experience

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Firm Information

Prosperity Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

46 advisors

Number of Clients

1,619 clients

Average Client Portfolio

$273K average

Assets Under Management

$442.2M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $750K	1.50%
$750K - $1.0M	1.35%
$1M+	1.20%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $10,000

Hourly Rate:$250/hr

Asset management fees are based on a percentage of your assets (see table for rates). Financial planning and consulting are charged hourly ($250/hour) or as a flat fee (up to $10,000), both of which are negotiable. Fees for third-party advisors are separate and in addition to Prosperity Wealth Management's fees.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning

Advisor Information

Office location

Mars, PA

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Regulatory History (1)

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Regulatory

March 2021

Final

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Other 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.