Primus Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and fee-based financial planning and consulting to individual and high-net-worth clients. It offers tailored financial plans covering investments, retirement, tax and estate considerations and does not sell annuities, insurance, or other commissioned products.
Investment programs are constructed around client goals, time horizons and risk tolerance, with fundamental analysis and long-term purchase strategies guiding security selection and periodic portfolio reviews. Trades are executed through a custodial relationship (the firm uses Charles Schwab) and advisory fees are typically invoiced and deducted through the custodian, with standing letters of authorization used for certain transfers.
Noteworthy aspects include a small client roster of 11 clients with approximately $28.4 million in assets under management, indicating a relatively high asset-per-client relationship, and the firm’s principal holds the CFA designation. The firm does not recommend third‑party managers, generally does not vote client proxies (clients receive and vote their own proxies), and its custodial relationships provide soft-dollar and other economic benefits that support research and trading services.
Client services
Expertise
Fee options
Fixed fee up to $1,500 for financial planning and consulting
Fee-only: Fixed fee up to $1,500 for financial planning and consulting
Main office
York NE
Advisors at this office
1
Most active in
Nebraska
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.
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