Justin Orden is a registered investment advisor at Prism Advisors, INC., based in Studio City, CA, with 2 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 238 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Prism Advisors offers investment management through a wrap fee program. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service. Legacy Asset Management is offered at a flat monthly fee ranging from $500 to $10,000. The total fees assessed per year shall never exceed 3.00% of managed assets.
Location
4361 Tujunga Avenue, Suite A, Studio City, CA, 91604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prism Advisors, INC.
State Registrations1 state
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