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Focusing on our clients' emotional needs as well as their financial goals and aspirations allows our process to remain structured while ensuring a personal and compassionate experience. We offer Financial Planning, Investment Management, and Comprehensive Wealth Management to people who value collaboration and strive to live authentically.
Our Services
The Prism Promise
You deserve a team that is committed to you feeling well taken care of, informed, and secure. Pursue your dreams and passions - We've Got Your Back!
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Service Plans
Our Services
All Engagements Include:
Educational Webinars
*Unlimited email access to the team*
Market & economic updates (live calls)
Annual personal financial plan updates
Updates if tax laws change
Monitoring of progress towards goals
Assistance with implementation of agreed-upon strategies
Identification and quantification of specific short term, intermediate term and long term financial goals
Development of specific recommendations for strategies to achieve your goals
Cash flow review, included budgeting and savings strategies
Detailed review and analysis of your current financial situation
Our Plans
your investment
Your Investment
Comprehensive Wealth Management
Pay one all-inclusive fee for both financial planning and investment management based on the total assets under Prism’s management.
Progressive Asset Level
1st 500,000
Next 750,000
Next $1,000,000
Next $1,750,000
Next $3,000,000
Next $4,500,000
Next $4,500,000
Next $16,000,000
Annual Fee
1.35%
1.00%
0.75%
0.60%
0.50%
0.40%
0.35%
0.30%
Financial Planning + Investment Management
Young Professional $250/month
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Core $425/month
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Enhanced $575/month
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Annual Fees
1st $1 million
Next $4 million
$5 million +
Fees will be deducted monthly from your Investment Account(s)
0.70%
0.50%
0.30%
Flat Fee
Financial Plan
One-time fee
$3,000
Fees may be paid in four monthly installments. Fees may be paid by check or ACH.
Annual update $750 as long as plan update is completed once every twelve (12) months.
Engagements beyond what is listed may be charged on an hourly basis. Cost of additional services pricing calculated and determined annually based on complexity and estimated time required, based on hourly fee of $250 or hourly fee currently in effect at the time of the engagement.
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