Premier Wealth Advisers (PWA) provides financial planning and investment management services. Financial planning covers areas like business planning, retirement, and estate planning. Investment management involves managing client portfolios, primarily using mutual funds, ETFs, and individual securities. PWA may also recommend independent investment managers. PWA tailors its services to each client's needs, considering their risk tolerance and financial situation.
Fee Structure
Premier Wealth Advisers manages investments for an annual fee based on the value of your portfolio. The fee varies depending on the amount you invest. Here are some example fee ranges:
- $100,000 - $249,999: 1.25% - 2.00%
- $250,000 - $499,999: 1.00% - 1.75%
- $500,000 - $999,999: 0.85% - 1.60%
- $1,000,000 - $2,000,000: 0.75% - 1.50%
- $2,000,000 to $5,000,000: 0.50% – 1.25%
- $5,000,000 to $10,000,000: 0.25% – 1.00%
- $10,000,000 to $20,000,000: 0.15% – 0.75%
- More than $20,000,000: 0.10% – 0.50%
The fee is charged quarterly, in advance, based on the value of your investments on the last day of the previous quarter.