Primeaumayer Financial

PrimeauMayer Advisors LLC is a registered investment adviser serving individual and high‑net‑worth clients; the firm oversees roughly $49 million in discretionary assets and is operated by two advisors who generally require a $500,000 minimum account (waivers are possible). Services include portfolio management delivered through third‑party sub‑advisers, comprehensive financial planning and consulting, and assistance managing held‑away employer retirement accounts using the Pontera platform.

The firm’s investment approach centers on selecting and allocating to model portfolios managed by third‑party advisers (including arrangements with SEI, Zacks, and The Pacific Financial Group) and matching those models to a client’s risk profile; quantitative and qualitative manager criteria are reviewed on a recurring basis. PrimeauMayer functions primarily as a coordinator and monitor of sub‑advisers—facilitating implementation, reporting, and custody through SEI Private Trust Company—rather than running proprietary investment strategies.

What is noteworthy for a firm of this size is that PrimeauMayer sponsors a wrap‑fee program (further described in its wrap brochure), a practice that is relatively uncommon among supported firms, and it is affiliated with an independently licensed insurance agency (PrimeauMayer Agency, LLC) whose principals earn commission-based compensation for insurance sales, a disclosed conflict of interest. The firm also receives fee‑sharing from certain sub‑advisers for directing client assets to their strategies, a structural detail that may influence adviser selection and is disclosed in the firm’s ADV.