Prime Capital Investment Advisors

Retirement Planning Firm in Linn County, IA

Firm Info
Address: 1815 Boyson Rd, Hiawatha, IA 52233, USA
Phone: (319) 393-8432

Firm Size
Assets Under Management: $12.5 billion
# of Advisors: 120
# of Clients: 9,409
Client to Advisor Ratio: 78:1
Average Account Size: $1.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees
  • Other

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Prime Capital Investment Advisors, LLC Overview

Prime Capital Investment Advisors, LLC is a fee-based registered investment advisory firm that has been providing investment advice since 2017. The firm is headquartered in Overland Park, KS, and offers a range of services to individuals, small businesses, institutional clients, and pooled investment vehicles. These services include financial planning, portfolio management, pension consulting, and the selection of other advisors. In addition to these services, Prime Capital Investment Advisors, LLC also provides educational seminars and workshops for their clients. The firm has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. They are committed to providing personalized and customized solutions for each client based on their unique needs and circumstances. Prime Capital Investment Advisors, LLC also offers other services, such as qualified retirement plan services, consulting services, co-advisory, and the selection of sub-advisors. This demonstrates the firm's commitment to providing a comprehensive range of services to their clients. With a focus on long-term relationships and personalized service, Prime Capital Investment Advisors, LLC is a trusted partner for individuals and businesses seeking expert investment advice.

PRIME CAPITAL INVESTMENT ADVISORS, LLC is a renowned financial advisory firm that serves a diverse range of clients across various sectors. The firm caters to individuals seeking investment advice or portfolio management solutions. Additionally, it serves high net worth individuals who require customized investment strategies and long-term planning services. PRIME CAPITAL INVESTMENT ADVISORS, LLC also provides investment solutions to pooled investment vehicles like hedge funds, mutual funds, and private equity funds. The firm extends its services to pension or profit sharing plans, offering guidance on plan design and employee participation. Apart from these client types, PRIME CAPITAL INVESTMENT ADVISORS, LLC serves other non-listed corporate entities. The fee structures at PRIME CAPITAL INVESTMENT ADVISORS, LLC are diverse and dependent on the type of service they render. Clients seeking portfolio management solutions pay a percentage of the assets under management (AUM). Hourly fees are reserved for clients who require ad-hoc services such as consultation on specific investments or financial planning services. Clients who require a comprehensive financial plan are offered fixed fees, which cater to a range of services provided by the firm. Performance-based fees are applicable to clients who need targeted investment performance goals. Lastly, PRIME CAPITAL INVESTMENT ADVISORS, LLC offers other types of fees as per their clients' specific requirements. The firm believes in offering a flexible fee structure to its clients while ensuring that it aligns with their interests and financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Prime Capital Investment Advisors, LLC, the investment minimum for their services varies per service. The brochure does not provide a specific amount for the investment minimum.

How This Office Can Help Linn County, IA Residents

Prime Capital Investment Advisors provides a range of financial advisory and investment management services to clients in Linn County, IA. The firm understands that individuals and businesses in the area may face unique financial challenges, such as planning for retirement, managing wealth during periods of economic uncertainty, and leaving a lasting legacy for future generations. To address these issues and more, Prime Capital Investment Advisors offers personalized financial planning services that are tailored to the needs of each client. Whether clients are looking to grow their wealth, maximize their income during retirement, or plan for their family's financial future, Prime Capital Investment Advisors provides the expertise and support needed to achieve their goals. The firm's team of experienced financial advisors work closely with clients to develop a comprehensive financial plan that takes into account their income, assets, liabilities, and goals. By leveraging the latest financial technologies and investment strategies, Prime Capital Investment Advisors helps clients in Linn County, IA make informed financial decisions and achieve long-term financial success.

To view the Minimum Investment and Fee Schedule for Prime Capital Investment Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Prime Capital Investment Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Prime Capital Investment Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1815 Boyson Rd, Hiawatha, IA 52233, USA
Phone (319) 393-8432
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 6201 COLLEGE BLVD., SUITE #150, OVERLAND PARK, KS 66211, United States

This firm has no other locations.

State Registrations

Prime Capital Investment Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Prime Capital Investment Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.