From the May 2005 issue of Investment Advisor • Subscribe!

Carolyn Kaufman

President and CEO,

Prim Advisors

Director, Prim Capital Corp.

BP Tower Suite 2500

200 Public Square

Cleveland, Ohio 44114

Phone: 216-830-1111

Fax: 216-830-1120

Web address:


Year practice began: 1998 (sports management company predated founding of planning firm)

Number of advisors in office: 3

Number of clients: about 150

Compensation method: Fee only

Fee for managing assets: ranges from 0.5% to 1.5%

Hourly rate: $150 to $250

Clientele: professional athletes, celebrity personalities, high-net-worth individuals

Education: MBA in finance, Cleveland State University, 1974; BS and BA in accounting and taxation, Myers University (Cleveland)

Professional designations: CPA, CFP

Professional: involved in the FPA residency program, director of state-chartered bank

Personal: church and other charitable activities, golf, gourmet cooking, reading, travel

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