Prism Capital Management provides investment consulting and management services. This includes analyzing client objectives, creating investment strategies, preparing investment policy statements, establishing asset allocation, and managing investment portfolios. Prism Capital's investment philosophy focuses on fundamental valuation and prudent risk management, diversifying portfolios across various investment classes.
Assets Under Management$8.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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