Prime Capital Financial
Assets Under Management
$30.1B
Number of Clients
19,012
Number of Advisors
231
Average Client AUM
$1.6M
AUM per Advisor
$130.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prime Capital Investment Advisors, LLC offers investment advisory and management services, including asset management (wrap fee and transaction-based), retirement plan services, financial planning, and business consulting. They manage accounts on both discretionary and non-discretionary bases, tailoring advice to individual client needs and objectives. They also offer access to third-party money managers through TAMPs.
Fee Structure
Prime Capital Financial offers various fee structures depending on the service. Asset management fees are charged either as part of a wrap fee program (advisory and transaction costs combined) or on a transaction-based pricing model (advisory fees plus separate transaction costs). They also offer financial planning and business consulting services, the fees for which are not detailed in this brochure. Minimum investment amounts are required, but the specific amount is not stated in this brochure.
Areas of Practice
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211