PrimeauMayer Advisors LLC directs clients to third-party investment advisors for portfolio management. They use the Pontera platform to manage held-away assets like 401(k)s. Clients choose a risk category, and PrimeauMayer recommends how to allocate assets among model portfolios. They also offer financial planning services covering risk management, tax planning, investment management, retirement, and estate planning. PrimeauMayer Agency, LLC, owned by the same individuals, sells insurance products.
Fee Structure
PrimeauMayer Advisors LLC uses third-party sub-advisors for investment management. The client pays the sub-advisor a fee, and PrimeauMayer receives a portion of that fee. For accounts held at SEI Private Trust Company, PrimeauMayer charges 1.00% annually, and SEI charges a platform fee of 0.30% to 1.25%. There is a $60 annual fee for accounts under $50,000 unless the household's combined managed accounts total $1,000,000 or more. For clients using Pontera to manage held-away accounts, PrimeauMayer charges 1.00% annually, billed quarterly in arrears, in addition to Pontera's 0.30% fee, billed quarterly in advance. For clients using The Pacific Financial Group, PrimeauMayer charges 0.75% of the client's total assets under management.