Premier Wealth Management (PWM) specializes in financial planning and investment management. Financial planning includes tax, insurance, retirement, and estate planning. When managing client portfolios, PWM considers each client's financial situation and risk tolerance to develop an appropriate investment strategy. PWM uses general securities, mutual funds, government securities, and options. For alternative investments, PWM helps clients select and monitor other money managers.
Assets Under Management$13M
Clients25
Advisors2
Avg. per Client$520K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
If Premier Wealth Management manages your money, the annual fee ranges from 0.5% to 2% of the account value, depending on the size and complexity. The fee is negotiable and paid quarterly.
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