Premier Financial Group is a registered investment advisor based in Eureka, California, offering continuous portfolio management and retirement plan consulting services. Premier Financial Group builds individually tailored investment portfolios focusing on low-cost, diversified mutual funds and exchange-traded funds designed to balance growth, income, and capital preservation. The firm takes a holistic approach by providing financial planning services at no additional cost to its investment management clients. Premier Financial Group works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, and also provides pension consulting services for retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fees are negotiable under special circumstances based on factors such as cash flows, account types, and client service requirements. Non-discretionary accounts have a maximum annual fee of 2.00%.