Primefid Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Primefid also offers financial planning services covering investments, life insurance, taxes, retirement, college, and debt/credit planning. Primefid generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$250K
Clients2
Advisors1
Avg. per Client$130K
Avg. per Advisor$250K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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