Stacey Robinson is a registered investment advisor at Prime Capital Financial, based in Fargo, ND, with 11 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
109 Roberts St N, Fargo, ND, 58102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacey owns Porterfield LLC, a real estate holding company, since 2017. She dedicates minimal time to the general management of the company.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Goldman Sachs Personal Financial Management
State Registrations1 state
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