Primoris Wealth Advisors is an independent investment management firm providing portfolio management services. Primoris assesses client goals, objectives, time horizon, and risk tolerance to recommend a diversified portfolio. The firm focuses on asset allocation rather than market timing or individual security selection. Primoris provides discretionary investment management services on a fee-only basis.
Assets Under Management$200M
Clients417
Advisors6
Avg. per Client$470K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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