Primary Operations Inc. provides automated investment advice, primarily investing in short-term U.S. Treasury bills. The firm uses software to manage client liquidity and cash needs. These services are generally offered to clients with $500,000 or more in assets. Clients can select a pre-established investment policy through the automated system. The firm's fees are negotiable and calculated as a percentage of the assets they manage.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.30% |
| $5.0M - $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.