Are you a fiduciary?
Yes, we are proud to serve as fiduciaries for our clients. As fiduciaries, we are legally and ethically bound to act in your best interests. This means we always prioritize your financial well-being and make recommendations that align with your goals, objectives, and risk tolerance.
What is your firm's investment philosophy?
We believe in a disciplined and long-term approach to investing, focusing on diversification, risk management, and strategic asset allocation. Our goal is to help clients achieve their financial objectives while minimizing unnecessary risks.
How do you customize investment portfolios for clients?
We take a personalized approach to portfolio construction. We start by thoroughly understanding your financial goals, risk tolerance, and time horizon. Based on this information, we tailor an investment portfolio that aligns with your unique circumstances and objectives. Our team regularly reviews and adjusts the portfolio to ensure it remains aligned with your changing needs.
How often will I receive updates on my portfolio's performance?
We believe in transparent and regular communication with our clients. You will receive monthly or quarterly performance reports detailing the progress of your portfolio. Additionally, our team is always available to provide updates, answer any questions, or address concerns you may have.
Who is Fidelity Clearing and Custody Solutions, and how does it relate to Primoris Wealth Advisors?
Fidelity Clearing and Custody Solutions is a leading provider of clearing, custody, and investment services to Registered Investment Advisors like Primoris Wealth Advisors. They serve as the custodian for our clients’ investment accounts, providing secure storage of assets and handling the execution and settlement of investment transactions. Rest assured that while Fidelity provides the custodial services, we remain your primary point of contact and trusted advisor. We work closely with Fidelity to ensure seamless account management, secure transactions, and accurate record-keeping.
How are your fees structured?
We believe in transparent and fair fee structures. Our fees are based on a percentage of the assets we manage on your behalf. The exact fee structure and details will be discussed and agreed upon during our initial consultations. We strive to provide cost-effective solutions while delivering exceptional value and service.
Can you assist with other financial planning needs beyond investments?
Absolutely. In addition to investment management, we offer comprehensive financial planning services. We assist with retirement planning, estate planning, tax optimization strategies, risk management, and more. Our goal is to provide holistic solutions that address all aspects of your financial well-being.
How do I get started with Primoris Wealth Advisors?
Getting started is easy. Give us a call or send us an email and we'll schedule an initial consultation to discuss your financial goals, assess your needs, and determine how we can best assist you on your financial journey.
Fidelity Investments is an independent company, unaffiliated with PRIMORIS Wealth Advisors LLC. Fidelity Investments is a service provider to PRIMORIS Wealth Advisors, LLC. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by PRIMORIS Wealth Advisors LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody SolutionsSM provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC
