Prime Financial Strategies, Inc. provides financial, retirement, and estate planning services. They also offer insurance products, which are provided separately through affiliated advisors. They focus on educating clients and work with families across generations. They do not take discretionary control over assets and require client involvement in all decision-making.
Assets Under ManagementN/A
Clients215
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Clients can engage Prime Financial Strategies' advisor representatives through a 'no fee' engagement where Prime Financial Strategies will not charge a separate fee for planning related specifically to accounts and/or insurance policies where the advisor earns a customary insurance or securities transaction commission or asset-based fee.
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