Addison Fluent is a CFP-designated registered investment advisor at Premier Wealth Management, LLC, based in Poland, OH, with 20 years of industry experience. Addison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 25 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Premier Wealth Management manages your money, the annual fee ranges from 0.5% to 2% of the account value, depending on the size and complexity. The fee is negotiable and paid quarterly.
Location
8560 South Avenue, Poland, OH, 44514
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 →Employment History
Current Registrations
Premier Wealth Management, LLC
Iron Gate Wealth Advisors, LLC
Previous Registrations
Iron Gate Wealth Advisors, LLC
Premier Wealth Management, 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.