PrimeSolutions Financial Services Corporation provides personalized investment management and advisory services for individuals and institutions. Founded in 2004 and based in Newtown Square, Pennsylvania, the firm builds customized portfolios predominantly consisting of stocks, bonds, and money market funds, along with exchange-traded funds, mutual funds, and options when suitable. PrimeSolutions uses a combination of fundamental and technical analysis to construct diversified equity portfolios focused on growth companies and fixed-income portfolios focused on conservative, risk-adjusted returns and capital preservation. Client accounts are actively managed on a discretionary basis, with portfolios formally reviewed at least quarterly by the Chief Investment Officer. The firm serves individuals and institutions, maintaining a standard minimum account size of $100,000 to ensure proper diversification, though exceptions and negotiable minimums are available under certain circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are negotiable based on account size and client needs. Accounts may be subject to an annual minimum structured as a fixed fee.