Cory Easterling is a registered investment advisor at Prism Wealth Partners, LLC, based in Waveland, MS. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $750K | 1.10% |
| $750K - $1.5M | 0.90% |
| $1.5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
407 Highway 90, Suite F, Waveland, MS, 39576
Get directionsHistory
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 Partners, LLC
Previous Registrations
Impact Partnership Wealth, LLC
Rwm Capital, LLC
State Registrations3 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.