PrimeSolutions Financial Services Corporation provides investment advice to individuals and institutions. They manage investment portfolios based on each client’s objectives and risk tolerance, primarily using stocks, bonds, and money market funds. Other investments like exchange traded funds and options may be used. PrimeSolutions uses fundamental and technical analysis to assess risks and opportunities, aiming for long-term earnings growth and lower volatility.
Assets Under Management$13M
Clients29
Advisors2
Avg. per Client$440K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
All fees are subject to negotiation. In some cases, fee arrangements may be subject to an annual minimum, structured as a fixed annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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