Primoris Wealth Advisors provides ongoing investment management and portfolio supervision for individuals, high net worth clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and corporate entities. Primoris builds diversified portfolios by focusing on strategic asset allocation across domestic and international stocks, bonds, mutual funds, cash, and alternative investments. Primoris operates independently and offers discretionary investment management services, designing portfolios according to each client's specific goals, time horizon, and risk tolerance. In addition to investment management, some professionals at Primoris are licensed insurance agents and may offer insurance products for separate, commission-based compensation, creating a conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable at the sole discretion of Primoris.