Assets Under Management
$1.7B
Number of Clients
849
Number of Advisors
5
Average Client AUM
$2.0M
AUM per Advisor
$339.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prism Financial Group provides discretionary and non-discretionary investment management, financial planning (comprehensive and focused), and qualified retirement plan consulting. Investment strategies are tailored to client needs and risk tolerance. They use fundamental, technical, and modern portfolio theory.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fees may be negotiated.
7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984