Prima Innotech
Assets Under Management
$250K
Number of Clients
1
Number of Advisors
1
Average Client AUM
$250K
AUM per Advisor
$250K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prima Innotech, LLC offers asset management services with continuous supervision over client accounts. Portfolios are managed based on the client's financial situation, investment objectives, and risk tolerance, utilizing the firm's proprietary OptionMaximizer analysis engine. The firm also offers consulting services regarding portfolio management strategies.
Fee Structure
Fees for asset management are based on a percentage of assets under management, depending on the portfolio style selected. The fees are deducted quarterly from the client’s account. There is a minimum account value of $25,000 to establish a managed account. Consulting services are offered at $250 per hour, with a minimum charge of $250. Subscription to the OptionMaximizer platform is offered at $900 per year or $100 per month. Access to tracking portfolios for self-directed investors ranges from $49/month to $99/month.
Areas of Practice
Location
NJ, United States