Primetime Wealth Management provides financial planning and portfolio management services. Financial planning covers investments, tax strategies, retirement, insurance, estate planning, and education funding. For portfolio management, Primetime sets financial goals and objectives, then designs asset allocations using stocks and exchange-traded funds. Clients can implement Primetime's recommendations themselves or have Primetime manage their assets.
Assets Under Management$18M
Clients51
Advisors1
Avg. per Client$350K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3M+ | 0.99% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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