Prime Solutions Financial Services Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PrimeSolutions provides investment advisory services to individual and institutional clients, delivering tailored, discretionary portfolio management and related consulting on a percentage‑of‑AUM basis. Its client roster is primarily individual (non‑high‑net‑worth) households and does not include high‑net‑worth individuals, a client mix that is less common among peers in this category.
The firm follows a bottom‑up, growth‑oriented equity discipline that screens U.S. traded stocks above $1 billion market capitalization to construct diversified 25–35‑stock portfolios, supplemented by short‑ to intermediate‑term fixed income and a customized balanced strategy. PrimeSolutions combines fundamental and technical analysis, generally keeps annual turnover under 33%, and will, when suitable, employ covered option writing, option purchases, or hedging techniques.
Operationally, the firm also acts in an agency capacity for repurchase transactions and provides institutional consulting services — including asset allocation studies, investment policy development, forensic accounting and litigation support — offerings that extend beyond typical retail portfolio management. PrimeSolutions votes client proxies, provides limited custody for fee debiting, negotiates account minimums on a case‑by‑case basis, and is staffed by professionals holding credentials such as CFP®, CPA and CFA.
Client services
Expertise
Fee options
$0 - $10,000,000.00: 1.00% $10,000,000.01 - $25,000,000.00: 0.75% $25,000,000.01+: 0.50%
Account minimum: $100,000.00 Minimum fee: In some cases, fee arrangements may be subject to an annual minimum, structured as a fixed annual fee (amount not specified). Fee-only: Advisory fees paid quarterly in arrears based on assets under management; fees are negotiable and may include an annual minimum fee.
Main office
See officeNewtown Square PA
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
Also doing business as
Prime Solotions Financial Services Corp. · Prime Solutions Advisory · Prime Solutions Financial Services Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert V
CFA®, Series 63, Series 65
Horsham, PA
Prime Solutions Financial Services Corp.
Robert Vile is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Prime Solutions Financial Services Corp. He has been with the firm since 2003. PrimeSolutions provides investment advisory services primarily to individual, non-high-net-worth households, employing a bottom-up, growth-oriented equity strategy with diversified portfolios supplemented by fixed income and customized balanced approaches. The firm also offers institutional consulting services including asset allocation studies and forensic accounting.
James S
Series 63
Horshame, PA
Prime Solutions Financial Services Corp.
James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 23 years of industry experience. He holds a Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his ongoing roles at Prime Solution Financial Services Corp. and Prime Solutions Securities, Inc. since 1999. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm focuses on bottom-up, growth-oriented strategies with concentrated U.S. large-cap equity portfolios and customized balanced allocations, serving a client base that excludes high-net-worth individuals.
Margaret C
Series 63, Series 65
Newtown Square, PA
Prime Solutions Financial Services Corp.
Margaret Callaghan is a financial advisor at Prime Solutions Financial Services Corp. She holds Series 63 and Series 65 licenses and has been with the firm since 2004. Prime Solutions provides investment advisory services to individual and institutional clients, focusing primarily on non-high-net-worth households. The firm employs a growth-oriented equity strategy combined with fixed income and customized balanced portfolios, and offers additional services such as institutional consulting and forensic accounting support.
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