Primaris Wealth Management LLC provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and businesses. Founded in 2026 and based in Tallahassee, Florida, Primaris offers discretionary portfolio management tailored to each client's specific financial goals, risk tolerance, and time horizon. The firm also provides financial planning covering cash flow, investments, retirement, and risk management. Primaris operates as a fee-only registered investment advisor, meaning its compensation comes solely from client fees without commissions or third-party product sales.
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)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Subject to a minimum annual fee of $2,500, which may be negotiated or waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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