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How does the advisor help clients – Key Takeaways:
PRISMA CAPITAL LTDA. is a financial advisory firm that provides expert services to clients looking for sound financial advice. With decades of experience in the industry, PRISMA CAPITAL LTDA. is the go-to firm for many individuals and companies seeking to manage their wealth and achieve financial stability.
Facts and Insights
Founded in 1998, PRISMA CAPITAL LTDA. has been providing top-notch financial services to clients for over 20 years. With a team of highly qualified and experienced financial experts, the firm has helped countless clients reach their financial goals and secure their future.
In addition to its impressive track record, PRISMA CAPITAL LTDA. has managed to build a solid reputation in the industry for its ethical and trustworthy approach to financial planning. The firm is known for its commitment to always act in the best interest of its clients and provide sound and objective advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.8 billion | 29 | 23 years |
Financial Services Offered
PRISMA CAPITAL LTDA. offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive and personalized plan that meets their specific needs and goals.
Client Types
PRISMA CAPITAL LTDA. caters to a diverse range of clients, including individuals, families, and businesses of all sizes. The firm has the expertise to work with clients from various industries and backgrounds, ensuring that each client receives tailored and effective financial advice.
Fees & Compensation
At PRISMA CAPITAL LTDA., the fees and compensation structure is transparent and based on a fee-only model. This means that the firm’s advisors are not compensated by commission or through the sale of financial products. Instead, they are paid a flat fee based on the services they provide to their clients. This fee structure ensures that the firm’s advisors always act in the best interest of their clients, without any conflict of interest.
Background
The team at PRISMA CAPITAL LTDA. is made up of highly qualified and experienced financial professionals who are dedicated to helping clients achieve financial success. The firm’s advisors hold various certifications and licenses, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
In addition to their expertise, the team at PRISMA CAPITAL LTDA. is known for their excellent customer service and commitment to building long-term relationships with their clients. They understand that financial planning is an ongoing process and are always available to provide ongoing support and guidance to their clients.
Financial Advisor Disclosures to Know
PRISMA CAPITAL LTDA. is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). This means the firm is legally bound to act with fiduciary responsibility, always putting their clients’ interests above their own.
Furthermore, the firm has a clean disciplinary record and has no legal or regulatory actions or customer complaints against it. This reflects the firm’s commitment to ethical and responsible business practices.