Premier Estate Planners (PEP) provides wealth management services by combining financial planning and investment portfolio management. PEP works with third-party investment managers and offers both discretionary and non-discretionary accounts. Services include portfolio management, selection of other advisors, savings plan management, and financial planning. Investment advice is tailored to each client's needs and objectives.
Assets Under Management$230M
Clients584
Advisors2
Avg. per Client$390K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Amounts above $10 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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