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Sarah Calvert Doerr

Prime Capital Financial

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About Sarah Calvert Doerr

Sarah Calvert Doerr is an investment advisor representative with Prime Capital Financial. Sarah has been in the industry since 2012, and joined Prime Capital in 2022. She is registered with the state of Texas. Sarah's firm, Prime Capital Financial, is a registered investment advisor with the SEC. They provide a variety of services, including financial planning, portfolio management, and retirement planning. They are headquartered in Overland Park, Kansas, and have offices in several states.

Firm Information

Sarah Doerr is currently registered with Prime Capital Financial. Prime Capital Financial is an investment advisor headquartered in Overland Park, KS. They provide financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They also offer qualified retirement plan services, consulting services, co-advisory, and selection of sub-advisors. Prime Capital Financial manages over $24 billion in assets for over 30,000 clients.
Prime Capital Financial

6201 COLLEGE BLVD.

OVERLAND PARK, KS 66211

$24.36B

Assets Under Management

1,968

Total Clients

201

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Seminar fees, promoter fees, subscription fee financial plans

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Sarah Doerr’s Registration & Firm History

TX

07/01/2022 - Present

Prime Capital Financial (San Antonio TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Calvert Doerr.
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