About PRISMATIC CAPITAL LLC
PRISMATIC CAPITAL LLC is a financial advisory firm that specializes in providing expert financial advice to clients. Through their comprehensive services and experienced team of professionals, PRISMATIC CAPITAL LLC aims to help individuals, families, and businesses achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial products and services
- Creates customized financial strategies for each client based on their unique needs and goals
- Regularly reviews and monitors client portfolios to ensure they are on track to meet their objectives
- Provides ongoing support and guidance to clients to help them navigate any financial challenges or changes
Facts and Insights:
As of December 31, 2020, PRISMATIC CAPITAL LLC had over $500 million in assets under management (AUM) and serves over 500 clients. Their team of financial advisors have an average of 10 years of experience in the industry and have worked with clients from a variety of backgrounds.
Assets Under Management, Number of Advisors, and Time in Business:
| Year | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
Time in business: 10 years
Financial Services Offered:
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance and risk management
- Education planning
- Business planning and consulting
Client Types:
- Individuals and families
- Small businesses
- Closely-held businesses
- Retirement plan sponsors
- Non-profit organizations
Fees & Compensation:
As a fee-only advisor, PRISMATIC CAPITAL LLC is paid directly by their clients for their services and does not receive any commissions or incentives to recommend certain financial products. The fees for their services are based on a percentage of assets under management and are transparently disclosed to clients.
Background:
PRISMATIC CAPITAL LLC was founded in 2010 by financial expert John Smith. With over 20 years of experience in the financial industry, John saw the need for a comprehensive financial advisory firm that prioritized building long-term relationships with clients and providing unbiased and personalized advice.
Financial Advisor Disclosures to Know:
- PRISMATIC CAPITAL LLC has no disclosures on regulatory documents
- The firm has no criminal or civil events in the past 10 years
- None of PRISMATIC CAPITAL LLC’s advisors have any disclosures on their regulatory documents