Jake Blach is a registered investment advisor at The Premier Advisory Group, LLC, based in Omaha, NE, with 1 years of industry experience. Jake 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Premier Advisory Group, LLC
State Registrations2 states
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