Prime Opportunities Investment Group LLC

Fee-Only (% of Portfolio)

Prime Opportunities Investment Group provides investment management services. They manage individual accounts and private funds, making investment decisions without needing client approval for each transaction. The firm aims for long-term capital growth by selecting undervalued companies and using short positions to reduce market risk. They analyze potential investments through screening, qualitative assessment, and fundamental analysis.

Assets Under Management$4.8M
Clients1
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$4.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Qualified investors pay 2% annually. Non-qualified investors pay 3% annually.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm