William Primm
William Primm is a registered investment advisor at Princeton Investment Management Company, based in Cream Ridge, NJ, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3 million. Fees are payable in advance, but clients can pay by check. Fees can also be negotiated based on specific circumstances, such as exempting a large, low tax cost security where the firm has restricted authority. The firm may also agree to an annual fixed fee that is mutually acceptable.
Fee Estimator
Location
163 Burlington Path, Suite J, Cream Ridge, NJ, 08514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Princeton Investment Management Company
State Registrations2 states
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