Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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
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.
Areas of Practice
Advisor Information
Office location
7137 Old Easton Rd, Suite 105, Pipersville, PA, 18947
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the President and Manager of FFMS, Inc., operating as a DBA for FFSI OSJ business, dedicating nearly full-time hours. He also works as a regional wholesaler for Beacon Capital Management through DBA First Avenue, Inc., spending a few hours per week, and is an IAR with Prosperity Wealth Management.