Prism Capital Management offers personalized investment advice and manages investment portfolios for individuals, high-net-worth individuals, and businesses. Prism works with clients to understand their financial situation, goals, and risk tolerance to develop a tailored investment plan. Prism also provides ad-hoc financial advice on routine financial matters.
Assets Under Management$50M
Clients139
Advisors1
Avg. per Client$360K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30K | Included |
| $30K - $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are individually negotiated and may vary based on account complexity and interaction frequency.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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