Premiere Management provides investment management services for individuals and businesses. Premiere Management requests the authority to make investment decisions on your behalf. Premiere Management interviews each client to understand their investment goals, time horizon, needs, and risk tolerance.
Assets Under Management$6.1M
Clients36
Advisors1
Avg. per Client$170K
Avg. per Advisor$6.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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