Primus Wealth Advisors offers investment management and financial planning services. For investment management, Primus determines individual investment goals, risk tolerance, and time horizons. Financial planning covers investments, retirement income, social security, college planning, and divorce planning. Primus does not sell insurance or annuities.
Assets Under Management$28M
Clients11
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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