Prism Financial Group, L.L.C.
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
About This Firm
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.
Fee Structure
AUM-Based Fees (Tiered)
| 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 account size, complexity, or other agreed-upon reasons. Fees may be negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. Financial planning services are offered at fixed fees ranging from $1,500 to $10,000 or hourly fees between $150 and $250, depending on complexity. Qualified Retirement Plan Consulting fees are excluded from this summary.
Areas of Practice
Location
7101 College Blvd. Suite 900, Overland Park, KS, 66210-1984