Prism Planning and Solutions Group offers financial advice on topics like retirement, risk management, and estate planning. They also provide investment advice and investment management services, where they manage your investments for you. Wealth management combines both advice and investment management. Prism uses a subadvisor for implementing trading and rebalancing for client portfolios.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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