PrimeauMayer Advisors LLC is an independent investment advisory firm based in Manassas, Virginia. PrimeauMayer Advisors helps clients build customized portfolios by partnering with third-party portfolio managers and sub-advisers, such as SEI, Zacks, and The Pacific Financial Group. PrimeauMayer Advisors also uses online platforms like Pontera to help manage held-away accounts like 401(k)s and 529 plans. In addition to investment management, PrimeauMayer Advisors provides comprehensive financial planning and consulting covering risk management, expense and income planning, tax planning, retirement planning, and estate planning. The firm primarily serves individuals and high-net-worth individuals, requiring a minimum investment of $500,000 to open an account, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Firm utilizes third-party sub-advisers with varying fee structures. PrimeauMayer Advisors charges an annual management fee of 1.00% for standard advisory services, while third-party platforms charge additional fees ranging from 0.30% to 1.25%.