Prism Planning Partners provides investment management and financial planning services. For investment management, Prism works with clients to determine their investment objectives and risk profile, then designs a written investment policy statement. Prism typically creates portfolios of no-load mutual funds and exchange-traded funds. Financial planning services can be provided on a stand-alone basis or in conjunction with investment management services, covering areas like investment planning, retirement planning, tax management, and estate planning.
Assets Under Management$240M
Clients151
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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