Jeffrey Vogan
Jeffrey Vogan is a registered investment advisor at Premiere Wealth Advisors, LLC, based in Tucson, AZ, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Tax Planning. Their firm serves 350 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premiere Wealth Advisors uses third-party sub-advisers for portfolio management. Premiere Wealth charges a maximum of 1.0% annually, billed monthly, in addition to the sub-adviser's fees, which could range from 0.5% to 1.5%. The total fee charged to clients will not exceed 2.5%. This fee is negotiable.
Location
1715 East Skyline Drive, Suite 101, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Employment Separation After Allegations
June 2005Other Business Activities
Jeffrey is the president of Premiere Advantage, Inc. since 1993, an investment-related business offering estate planning, advisory services, and sales of fixed financial products. He also volunteers as the Tucson Chapter President for the American Financial Education Alliance, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Premiere Wealth Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
Brookstone Capital Management LLC
1st Global Advisors INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.