Speak with an Investment Advisor 813.328.8278

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.

FEE BREAKDOWN

FINANCIAL PLANNING ONLY

$250 per hour (minimum three hours)

FINANCIAL PLANNING + INVESTMENT MANAGEMENT

Based on assets under management

Assets under ManagementAnnual
Up to 250,0001.30%
250 – 500,0001.10%
500 – 750,0001.00%
750 – 1,000,0000.90%
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.

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