Prime Buchholz offers investment consulting services on a non-discretionary basis to assist clients in reaching their own investment decisions. They also offer outsourced investment solutions on a discretionary or non-discretionary basis. Additionally, Prime Buchholz provides performance reporting and portfolio analytic services through their online platform, PrimePlus®. They work with various client groups, including educational, community foundation, private foundation, private wealth, healthcare and insurance, mission-aligned investing, and retirement plan clients.
Fee Structure
Prime Buchholz offers investment solutions where fees are charged as a percentage of the assets they manage or advise on. The exact percentage depends on factors like the client's size, complexity, the level of service provided, and the length of the relationship. Clients are generally subject to a minimum annual fee.