Prime Quadrant US, LLC constructs and monitors investment portfolios for high net worth and ultra-high net worth individuals and families. Portfolios are tailored to each client's specific needs. Prime Quadrant does not have discretionary authority, meaning clients make the final decisions on trades. Fees are flat-dollar and agreed upon in advance.
Assets Under Management$1.1B
Clients16
AdvisorsN/A
Avg. per Client$66M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Prime Quadrant US charges clients a flat dollar fee that is agreed upon in advance. The fee depends on the complexity of the issues addressed and the size of the assets within the client's portfolio. The firm bills clients monthly or quarterly in advance. Fees may change over time, but only with prior agreement with the client.
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