Prima Wealth offers wealth management services to individuals, high net worth individuals, trusts, estates, and businesses. These services include comprehensive financial planning and discretionary investment management. Prima Wealth creates customized investment strategies based on client goals, risk tolerance, and financial situations, using low-cost, diversified mutual funds, ETFs, and bonds. Financial planning services are offered on an as-needed or requested basis as part of overall wealth management.
Fee Structure
Prima Wealth manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.50%, depending on the complexity of services, the amount of assets managed, and the overall relationship with Prima Wealth. Fees are paid monthly in advance and may be negotiable.