Travis Hudak

Portfolio-Based Fees (Flat)

Fees are non-negotiable, however, discounts can be offered, for any reason, to family, employees, friends, or others at the Firm’s discretion. In addition to the Investment Management Services, PIM assesses an annual account fee of $50 per year per account. In the event a Variable Annuity (“VA”) custodian is used for our fee-based investment management services, there are additional asset-based fees assessed by the custodian called mortality & expense fee (“M&E”). The M&E fee, in addition to investment advisory fees assessed by Premier Investment Management, LLC, may result in a total fee paid by the client that exceeds 2%. In the event the total of these fees exceeds 2%, Premier Investment Management, LLC will discount its fees from 2% to 1.5% to reduce the total fee paid by the client. The Firm will assess each client with a VA(s) to determine if it is in the client’s best interest to transfer VA assets to lower cost brokerage account options. The recommendation will be based on a number of factors including but not limited to the remaining surrender charges (CDSC), tax liability, & other benefits associated with the VA contract. In the event the client transfers from the VA custodian to a brokerage based custodian, the Firm discount will no longer apply. It should be noted that PIM will make every reasonable effort to move clients from the VA platform(s) to brokerage when it is in the clients best interest.