Timothy Mayer is a registered investment advisor at Primeaumayer Financial, based in Manassas, VA, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 96 clients with $49M in assets under management.
PrimeauMayer Advisors LLC uses third-party sub-advisors for investment management. The client pays the sub-advisor a fee, and PrimeauMayer receives a portion of that fee. For accounts held at SEI Private Trust Company, PrimeauMayer charges 1.00% annually, and SEI charges a platform fee of 0.30% to 1.25%. There is a $60 annual fee for accounts under $50,000 unless the household's combined managed accounts total $1,000,000 or more. For clients using Pontera to manage held-away accounts, PrimeauMayer charges 1.00% annually, billed quarterly in arrears, in addition to Pontera's 0.30% fee, billed quarterly in advance. For clients using The Pacific Financial Group, PrimeauMayer charges 0.75% of the client's total assets under management.
7900 Sudley Road, Suite 806, Manassas, VA, 20109
Get directionsTimothy is the owner of Mayer Practice Limited Liability Company DBA Mayer Financial Solutions since 2016. He sells life and health insurance, dedicating a few hours per week to this activity.
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