Overview

Headquarters
Libertyville, IL
Total Firm Assets
$242 million
Average High-Net-Worth Client Portfolio Size
$4.0 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: PRISM PLANNING PARTNERS FORM ADV PART 2A (2026-03-02) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $2,000,000 1.00%
$2,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $37,500 0.75%
$10 million $62,500 0.62%
$50 million $262,500 0.52%
$100 million $512,500 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
91.79%
Number of High-Net-Worth Clients
55
Total Client Accounts
482
Discretionary Accounts
482

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
290485
  • PRISM PLANNING PARTNERS FORM ADV PART 2A (2026-03-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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