Prism Planning Partners manages investment portfolios and offers comprehensive financial planning and consulting services. Prism Planning Partners builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, following a passive investment philosophy. Prism Planning Partners also utilizes third-party asset managers and sub-advisors to construct and manage model portfolios tailored to client risk profiles and objectives. In addition to managing investments, Prism Planning Partners provides ongoing and project-based financial planning covering retirement, taxes, estate planning, cash flow, insurance, and employee benefits. Prism Planning Partners works primarily with individuals, high-net-worth clients, trusts, estates, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable. Family accounts are aggregated for fee calculation purposes. Independent managers hired separately will charge their own separate fees.
