William Kizer
William Kizer is a registered investment advisor at The Premier Advisory Group, LLC, based in Omaha, NE, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
The Premier Advisory Group does not directly manage client investments. Instead, the firm refers clients to third-party money managers, such as Gradient Investments, LLC. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually
- Tactical Portfolios: 1.80% annually
- Allocation & Defined Outcome Portfolios: 1.70% annually
- Preservation Portfolios: 1.00% annually
- Client Directed Accounts: $300 annually
The Premier Advisory Group receives a portion of these fees from the third-party money manager. These fees are negotiable.
Location
11910 Stonegate Drive, \, Omaha, NE, 68164
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent with The Premier Group, LLC, dedicating most of his time to this business. He is also a principal and insurance agent with William Kzer & Associates.
Employment History
Current Registrations
The Premier Advisory Group, LLC
State Registrations1 state
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.