Prime Capital Financial provides ongoing investment supervision, helps clients determine their financial goals, and manages accounts based on their individual circumstances. The firm offers various services including asset management, financial planning, business planning, family office services, and consulting. Prime Capital Financial also works with third-party money managers and sub-advisors. Clients maintain custody of their assets at a qualified custodian.
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.