About Prium
The Mission Statement
Prium’s mission is to build client portfolios that offer the best tradeoff between risk & return. We will do this using a global, diversified, asset-class investing approach. By using this approach we will help our clients avoid all of the problems of sales and commission based approaches that are typical of brokers and financial planners.
The Motto
At Prium Investment Management our motto is, “Making the World Safe for Ordinary Investors.” Like the Prium name itself, there is a story behind the motto.
The Name
Prium Investment Management, LLC takes its name from King Prium of Troy. When people realize this they typically ask two questions…
The Fee Structure
Prium’s fee structure is listed in the table below. This is an annual fee which is a percentage of total assets invested. Click here to view a detailed explanation of how the fees are calculated.
| Total Invested | Fee Percentage |
|---|---|
| 0-250K | 1.00% |
| 250K-1mil | 0.90% |
| 1mil-5mil | 0.70% |
| 5mil+ | 0.50% |
The Ownership Team
Brannan Cole: Brannan Cole holds a bachelor’s degree in finance from Lipscomb University and can be reached at brannan.cole{at}priuminvestments.com.
Kevin Drake, MBA: Kevin Drake holds a bachelor’s degree in finance from Lipscomb University and an MBA from Belmont University. He can be reached at kevin.drake{at}priuminvestments.com.
Jeff Jewell, PhD, CFA: Jeff Jewell holds a bachelor’s degree in history from Harding University, an MBA in finance from the University of Alabama, and a PhD in finance from the University of Florida. He can be reached at jeff.jewell{at}priuminvestments.com.
Jeff Mankin, PhD, CPA: Jeff Mankin holds a bachelor’s degree in accounting from Lipscomb University, an MBA in accounting from the University of Alabama, and a PhD in accounting from the University of Mississippi. He can be reached at jeff.mankin{at}priuminvestments.com.
Adam Terry: Adam Terry holds a bachelor’s degree in finance from Lipscomb University and can be reached at adam.terry{at}priuminvestments.com.
THE EFFICIENT INVESTOR
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