TAMPA FEE-ONLY FINANCIAL PLANNER
FEE-ONLY FINANCIAL ADVISORS
At Prime Capital Investment Advisors, we work as fee-only advisors. As such, we only receive compensation from fees paid directly to us by clients.
This eliminates the possibility of conflicts of interest which arise from referral arrangements, commissions, fund sales loads or other sales-related compensation. This way, your fees are straightforward and easy to understand. In addition, we have options on how we can work together.
We don’t take commissions, meaning no hidden agendas. Our services benefit you, first and foremost.
FINANCIAL PLANNING ONLY
$250 per hour (minimum three hours)
FINANCIAL PLANNING + INVESTMENT MANAGEMENT
Based on assets under management
|Assets under Management||Annual|
|Up to 250,000||1.30%|
|250 – 500,000||1.10%|
|500 – 750,000||1.00%|
|750 – 1,000,000||0.90%|
|1 million +||0.80%|
Management fees may be negotiable depending on services and referral aggregation.
OPTIONAL SERVICES INCLUDE TAX PREP & ESTATE PLANNING
LET'S SCHEDULE A CONVERSATION
Schedule a quick 30-minute conversation with us so we can get a better understanding of where you are right now. From there, we can make a detailed plan based on your needs.
Not ready to schedule an appointment yet?
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