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
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
