Mallory Armijo is a registered investment advisor at Prime Capital Financial, based in Flower Mound, TX, with 15 years of industry experience. Mallory 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
Assets Under Management
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
777 International Parkway, #180, Flower Mound, TX, 75022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mallory works as a Registered Administrative Assistant for Sageview Advisory Group, an advisory business, since 2016. This takes about a quarter of her time, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Sageview Advisory Group, LLC
Cetera Wealth Services, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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