PrimeTRUST Advisors offers investment management and financial planning services. For institutions, they manage retirement plans. For individuals, they offer financial planning and investment management using mutual funds and ETFs. PrimeTRUST requires clients to sign an agreement before providing services. They may recommend third-party investment advisors.
Assets Under Management$390M
Clients30
Advisors2
Avg. per Client$13M
Avg. per Advisor$200M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K+ | 1.00% |
Less than $200,000: $2000 minimum fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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