Premier Wealth Advisory Services (PWAS) offers portfolio management and active management services to individuals, high net worth individuals, trusts, and retirement plans. PWAS provides active management advice in equities, bonds, mutual funds, variable annuities and variable life insurance on a discretionary basis. PWAS also provides portfolio management advice on a non-discretionary basis. Financial planning services are available only to clients who have signed an advisory agreement.
Assets Under Management$14M
Clients59
Advisors1
Avg. per Client$230K
Avg. per Advisor$14M
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Fee Structure
Planning is included in investment management
Premier Wealth Advisory Services charges fees based on the value of your investments.
- Active Management Services: Fees range from 0.75% to 1.95% per year.
- Portfolio Management Services: Fees range from 0.35% to 1.95% per year.
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