Primoris Wealth Advisors, LLC

Primoris Wealth Advisors, LLC is an independent investment management firm established on June 19, 2000, by John Catalfamo and Raymond Eaton. The firm offers high-quality, objective portfolio management services tailored to clients' goals, objectives, and risk tolerance levels. Primoris provides discretionary investment management services on a fee-only basis, emphasizing clients' best interests. Services include ongoing asset management, investment policy statement development, trade execution, periodic reporting, and portfolio rebalancing. The firm's fee schedule is based on the value of assets under management, ranging from 1.75% for accounts up to $200,000 to 0.75% for accounts over $5,000,000. Primoris does not participate in wrap fee programs and has assets under management totaling $196,805,283. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin trading, and option writing. Primoris does not charge performance-based fees and serves a diverse client base, including individuals, high net worth individuals, pension plans, and charitable organizations. The firm's principals spend approximately 50% of their time on tax-related business and 50% on investment-related business, with no material conflicts of interest arising from these activities. The firm does not participate in soft dollar arrangements or solicitor arrangements and does not vote proxies on behalf of clients. No financial condition impairments or bankruptcy-related matters have occurred in the past ten years.