Brandon Clouse is a registered investment advisor at Prism Planning Partners, based in Libertyville, IL, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 151 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
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
Contact
Brandon Clouse
Location
321 S. Milwaukee Avenue, Libertyville, IL, 60048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Prism Planning Partners
Previous Registrations
Alera Investment Advisors, LLC
Triad Advisors LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
At our specialized division within Prism that serves in-training, attending, and retired physicians, as well as other medical professionals including PAs, NPs, PharmDs, ODs, CRNAs, etc., our team provides comprehensive, conflict-free financial planning focused on student loan strategies (including PSLF), contract review, tax planning, insurance analysis & planning (without product sales), investment strategies, career transitions, retirement planning, and more.