William Altman
William Altman is a registered investment advisor at The Premier Advisory Group, LLC, based in Omaha, NE, with 11 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 (4)
Customer Dispute
November 2018Customer Dispute
November 2018Customer Dispute
August 2018Customer Dispute
April 2018Other Business ActivitiesSells Insurance
William is the owner/agent of The Premier Group, LLC, an insurance agency, dedicating about half of his time to insurance sales and services. He is also the managing member of TPG Properties, LLC, a rental property, spending about 10-20% of his time managing the property.
Employment History
Current Registrations
The Premier Advisory Group, LLC
State Registrations4 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.