Premier Wealth Management helps individuals build and manage their wealth through a co-advisory model, partnering with outside portfolio managers like Gradient Investments and Brookstone Capital Management. Premier Wealth Management assists clients in selecting appropriate investment strategies, handling retirement planning, and coordinating overall financial goals. The firm offers various portfolio options, ranging from strategic and tactical models to preservation portfolios and client-directed accounts. In addition to investment oversight, Premier Wealth Management provides comprehensive financial planning—covering wills, trusts, taxes, and insurance—on a fixed-fee or hourly basis. The firm operates with a strong focus on personalized guidance while utilizing third-party specialists to execute actual trades and manage underlying assets. Premier Wealth Management is led by Gary Wright and is based in Fort Worth, Texas.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by portfolio strategy, ranging from 1.0% to 2.0% total annual fee, and are negotiable. An additional $15 quarterly service fee applies per account.