Primoris Wealth Advisors, LLC
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)
About This Firm
Primoris Wealth Advisors, LLC is an independent, privately-owned investment management firm. They provide discretionary investment management services on a fee-only basis. The firm was created by John Catalfamo and Raymond Eaton. Primoris aims to provide superior services to sophisticated clients.
Fee Structure
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
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
Location
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403