Craig Peterman is a CFA, CFP-designated registered investment advisor at Prism Wealth Management, based in Middleton, WI, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 68 clients with $46M 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 | 0.95% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Rates apply to long-term managed and client-assisted strategies. Other strategies charge flat fees: Lower-Risk Income at 0.20%, Core Allocation at 0.20%, and Global Market Portfolio at 0.50%. Fees are negotiable.
Fee Estimator
Location
Middleton, WI
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Regulatory 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 →Employment History
Current Registrations
Prism Wealth Management
Previous Registrations
Nakoma Capital Management, LLC
Morgan Stanley
Citigroup Global Markets INC.
Nakoma Capital Management, LLC
State Registrations2 states
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.
Exams
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