Prism Wealth Management offers investment advice through separately managed accounts within their wrap fee program. They work with clients to understand their investment goals and create tailored plans. Prism also offers pension consulting services to retirement plan sponsors. The firm acts as a fiduciary, putting clients' interests first.
Assets Under Management$45M
Clients70
Advisors1
Avg. per Client$640K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Prism Wealth Management's fees are based on the value of your account and the type of investment strategy used. The fees cover portfolio management, custody charges, and brokerage services at Schwab. Ticket charges are absorbed by Prism. The standard management fee is negotiable.
Here are some examples of their fees:
- Long-Term Managed: 0.95% on the first $500,000
- Client-Assisted: 0.85% on the next $500,000
- Energy Focus: 0.75% on amounts over $1 million
- Lower-Risk Income: Flat fee of 0.20%
- Global Market Portfolio: Flat fee of 0.50%
- Core Allocation: Flat fee of 0.20%
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