Ronald Bernstein is a CFP, PFS-designated registered investment advisor at Prism Planning Partners, based in Rancho Mirage, CA, with 21 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 151 clients with $240M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. Family accounts are aggregated for fee calculation purposes. Independent managers hired separately will charge their own separate fees.
Fee Estimator
Contact
Ronald Bernstein
Location
Rancho Mirage, CA
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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 →Other Business Activities
Ronald is the Secretary of the Executive Board of Trustees and a member of the Audit Committee for the National Multiple Sclerosis Society, dedicating minimal time. He also owns/manages an office building through 321 S. Milwaukee LLC, spending minimal time on this venture, and owns shares in Alera Group Holdings, Inc. and Alera Group, Inc.
Employment History
Current Registrations
Prism Planning Partners
Previous Registrations
Alera Investment Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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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