Premier Financial Advisory Services provides investment advice to individuals, company retirement plans, businesses, and trusts. They specialize in estate, retirement, and education planning. Premier creates custom allocation plans based on client objectives and risk tolerance, maintaining diversified portfolios to help clients achieve their financial goals.
Assets Under Management$38M
Clients116
Advisors1
Avg. per Client$330K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.95% |
| $1.5M+ | 0.90% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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