MR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
417 clients
Average Client Portfolio
$472K average
Assets Under Management
$196.8M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the value of assets under management. The fee schedule is tiered, with rates ranging from 1.75% on the first $200,000 to 0.75% on amounts over $5,000,001. All fee arrangements are negotiable at the firm's sole discretion. There is no minimum account value or minimum annual fee.
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
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Advisor Information
Office location
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Primoris Wealth Advisors, LLC
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Barclay Breland Family Office
January 2015 - August 2018 · 3 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.