Prism Advisors offers investment advisory services including asset management and financial planning. As a fiduciary, Prism Advisors acts in the client's best interest. Services include wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, and legacy asset management. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. Legacy asset management is for clients actively involved in security selection.
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.