Ari Crandall
Ari Crandall is a CFP-designated registered investment advisor at Premier Wealth Advisors, LLC, based in San Diego, CA, with 26 years of industry experience. Ari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 510 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
These fees are for Premier Wealth Advisors' portion only. Clients will also pay fees to third-party advisors like Focus Partners Advisor Solutions (FPAS): Up to $500,000: 0.25%; $500,000.01 to $1,000,000: 0.20%; $1,000,000.01 to $5,000,000: 0.15%; Above $5,000,000: 0.10%. Clients whose accounts are managed by The Pacific Financial Group (TPFG) will pay up to 1.95% of assets invested in mutual funds managed and administered by TPFG. Premier Wealth Advisors receives 0.75% of this fee from TPFG. Clients whose accounts are managed by Dimensional Fund Advisors (DFA) will pay up to 0.18% of the assets under DFA's management. Clients managed by DFA will generally be charged lower fees by Premier Wealth Advisors and FPAS. Fees are negotiable.
Fee Estimator
Location
12531 High Bluff Drive #110, San Diego, CA, 92130
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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
Ari is a 33% owner of Premier Wealth Advisors, LLC, an SEC registered investment advisor, and spends full-time hours there. Ari also works full-time as a tax preparer and is an insurance agent, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Premier Wealth Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Financial Designs LTD.
Independent Financial Group, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations19 states
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