Assets Under Management
$196.8M
Number of Clients
417
Number of Advisors
7
Average Client AUM
$472K
AUM per Advisor
$28.1M
Compensation
Fee-Only (AUM)
Primoris Wealth Advisors is an independent, privately-owned investment management firm. They provide discretionary investment management services on a fee-only basis. They assess client goals, objectives, time horizon and risk tolerance to recommend a diversified portfolio. They devote the majority of their time in determining asset allocation.
| Assets Under Management | 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 at our sole discretion.
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403