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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
May 01, 2005 at 04:00 AM
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: www.primcapital.com
E-mail: [email protected]
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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