Prism Capital Management
Assets Under Management
$49.6M
Number of Clients
139
Number of Advisors
1
Avg. Portfolio per Client
$357K
Avg. Managed per Advisor
$49.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Prism Capital Management offers personalized investment advice and manages investment portfolios for individuals, high-net-worth individuals, partnerships, corporations, and other business entities. Prism tailors its advice to each client’s unique financial situation, objectives, needs, and limitations. Services include discretionary portfolio management and ongoing monitoring of investment accounts. Prism typically recommends Charles Schwab for custodial and trade execution services.
Fee Structure
Prism Capital Management charges an annual fee based on a percentage of the value of your investments. The specific fee is negotiated and can range from 0.50% to 1.99% per year, depending on factors like how actively your account is managed and the complexity of your investments.
Here's a general idea of the fee schedule:
- $10,000 to $30,000: $200
- $30,001 to $100,000: 1.99%
- $100,001 to $250,000: 1.75%
- $250,001 to $500,000: 1.50%
- $500,001 to $1,000,000: 1.25%
- $0 to $1,000,000: 1.00%
- $1,000,001 to $3,000,000: 0.70%
- $3,000,001 to $5,000,000: 0.50%
- $5,000,001 and up: 0.30%
Areas of Practice
Location
415 Pine St, Mount Vernon, WA, 98273