Primetrust Advisors LLC

PrimeTRUST Advisors, LLC is a registered investment adviser based in Greenville, South Carolina, providing investment advisory services since 2006. The firm specializes in offering fee-based investment advisory services and consulting services to Institutional Clients sponsoring tax-qualified defined-benefit pension and defined contribution retirement plans. PrimeTRUST assists clients in establishing investment needs, goals, and objectives, preparing investment policy statements, and recommending mutual funds or ETFs aligned with the Investment Policy Statement guidelines. The firm may also provide consulting services for plan service provider evaluation, plan fees review, defined benefit pension plan management, plan service provider search and recommendation, employee education, and fiduciary education and training. For Individual Clients, PrimeTRUST offers financial planning services and discretionary investment advisory services primarily using mutual funds and exchange-traded funds. The firm tailors investment strategies based on individual needs, risk tolerance, and investment objectives. PrimeTRUST may recommend IRA rollovers, but clients are not obligated to implement recommendations or maintain an ongoing relationship. The firm charges asset-based fees for advisory services, with fee structures varying based on account size and services provided. PrimeTRUST does not participate in performance-based fees, side-by-side management, or soft dollar benefits. The firm does not accept proxy-voting responsibility for clients and does not engage in paid solicitors for client referrals. Clients are responsible for voting their securities and are encouraged to understand the risks associated with their investments. PrimeTRUST maintains a Code of Ethics and prioritizes client privacy and data security. The firm does not have custody of client assets and does not participate in class action lawsuits. Clients are advised to carefully consider the implications of IRA rollovers and consult with their CPA or tax attorney before making decisions.