A complete list of active advisors currently associated with Primus Wealth Advisors LLC
Warmer can help you find a great advisor at Primus Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Primus Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
York, NE
| 17
|
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