Prima Innotech provides ongoing investment management services, tailoring portfolios to your risk tolerance and financial situation. They use their own analysis engine, OptionMaximizer, to drive investment decisions. While Prima Innotech doesn't offer full financial planning, they do provide consulting services regarding portfolio management strategies. There is a $25,000 minimum to establish a managed account.
Assets Under Management$250K
Clients1
Advisors1
Avg. per Client$250K
Avg. per Advisor$250K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary based on portfolio style selected by the client: Plus (0.75%), Premium (1.00%), Silver & Momentum (1.25%), Gold & TurboBlend (1.50%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...