Prime Fiduciary Advisors offers ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Prime Fiduciary requests authority to make trades without asking for permission each time. They primarily advise on mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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