Premier Financial Group INC
Assets Under Management
$721.4M
Number of Clients
582
Number of Advisors
12
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$60.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Premier Financial Group (PFG) manages investment portfolios tailored to individual client needs, aiming for capital preservation and growth/income. PFG gathers client information to determine investment allocation based on goals, time horizons, risk tolerance, and liquidity needs. PFG provides financial planning services to all clients at no additional cost. PFG recommends diversified, evidence-based, low-cost, institutional-class mutual funds and ETFs.
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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% |
Fee schedule can be negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement Planning
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Location
725 Sixth Street, Eureka, CA, 95501-1103