Advisor at Primeaumayer Financial
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Firm
Primeaumayer Financial
Location
Manassas, VA 20109
Credentials
Series 65
Industry experience
6 years
Mark Primeau is a financial advisor at PrimeauMayer Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Virtue Capital Management and Knights of Columbus Insurance. Outside of his advisory role, Primeau is a managing member of PrimeauMayer Agency LLC, where he assists high-net-worth individuals and business owners with financial analysis and planning unrelated to investments. PrimeauMayer Advisors LLC provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model portfolios managed by third-party sub-advisers and offers a wrap-fee program that combines advisory services and trading costs, while also addressing a broad investment universe including alternative asset classes.
Based on Primeaumayer Financial
Fixed project-based fees billed quarterly in arrears; fixed annual fees from $1,000 to $20,000 billed quarterly in advance
Insurance commissions earned by owners through insurance product sales, separate from advisory fees
$100 to $400 per hour, negotiated between client and firm
Account minimum: $500,000 Minimum fee: $60 annual fee for accounts under $50,000 unless combined managed accounts total $1,000,000 or more (charged quarterly in arrears) Fee-only: Financial planning and consulting fees ranging from $100 to $400 per hour (negotiated), fixed project fees billed quarterly in arrears, and fixed annual fees ranging from $1,000 to $20,000 billed quarterly in advance
7900 Sudley Road, Suite 806
Manassas, VA 20109
Texas · Virginia
PrimeauMayer Agency LLC,
2019 - Present (7 years)
PrimeauMayer Financial LLC,
2019 - Present (7 years)
PrimeauMayer Advisors LLC,
2019 - Present (7 years)
Virtue Capital Management, LLC
2019 - 2020 (1 year)
Primeau Financial
2018 - 2019 (1 year)
Knights Of Columbus Insurance
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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