Primary Asset Management provides consultative-only services, meaning they give advice but don't make investment decisions or manage client accounts. They offer general business advisory services, redeployment of funds advice, and due diligence services on potential or current investments. These services are geared towards institutional investors, high-net-worth individuals, and accredited investors. Primary Asset Management does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Due diligence services - Fees may be charged at an hourly rate of $400 per hour, as a flat fee for a project (ranging from $15,000 to $100,000 depending on complexity), or as a flat monthly fee (ranging from $7,500 to $15,000 per month until project completion).
One-Time Plan:$15,000 - $100,000
Hourly Rate:$400/hr
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