Eugene Drossart
Eugene Drossart is a registered investment advisor at Premier Choice Wealth Advisors, LLC, based in Lehi, UT, with 5 years of industry experience. Eugene 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 2 more. Their firm serves 313 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Choice Wealth Advisors offers investment management services where they manage your investments for you. The annual fee is a percentage of the amount they manage, and the percentage varies based on the size of your portfolio.
The annual fee ranges are:
- $0 - $1,000,000: 1.40% - 1.80%
- $1,000,000 - $2,000,000: 1.00% - 1.50%
- $2,000,000 - $3,000,000: 0.70% - 1.20%
- $3,000,000 - $5,000,000: 0.50% - 0.80%
- Over $5,000,000: 0.30% - 0.70%
There is also a $15 quarterly service fee for technology and reporting.
Location
2940 W Maple Loop Drive, Suite 303, Lehi, UT, 84043
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
Eugene is involved with multiple real estate ventures, including CTA Ventures LLC, PBA Ventures LLC, Premier Legacy Realty LLC, and TSA Ventures LLC, dedicating minimal time to each. He also works as an insurance agent, selling various insurance products, which takes about a quarter of his time.
Employment History
Current Registrations
Premier Choice Wealth Advisors, LLC
Previous Registrations
Trajan Wealth, L.L.C.
State Registrations2 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.