Prime Capital Financial offers a broad range of financial services to individuals, families, businesses, and retirement plans. The firm provides discretionary and non-discretionary investment management, wrap fee programs, third-party money manager selection, and financial planning covering retirement, taxes, estate planning, and education funding. In addition, the firm offers specialized services such as family office consulting, business planning, and tax preparation through its subsidiary, Prime Capital Tax Advisory, as well as institutional retirement plan consulting services. Prime Capital Financial tailors its approach to individual client goals through personalized asset allocation and portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.