Premier Wealth Management offers investment advice and financial planning to individuals. For investment management, Premier Wealth Management partners with Gradient Investments, LLC to manage client portfolios. Premier Wealth Management helps clients choose suitable investment models and monitors them. Financial planning services cover wills, estate planning, investments, taxes, and insurance. Clients can engage other professionals directly and are not obligated to act on Premier Wealth Management's recommendations.
Fee Structure
Premier Wealth Management works with Gradient Investments, LLC to manage investment portfolios. The annual fee is a percentage of your portfolio. Premier Wealth Management receives a portion of this fee. Here are the fees for different portfolio types:
- Strategic Portfolios: 2.00% per year (1.00% to Gradient Investments, 1.00% to Premier Wealth Management)
- Tactical Portfolios: 1.80% per year (0.80% to Gradient Investments, 1.00% to Premier Wealth Management) plus an internal fee of 0.20% from the ETF.
- Allocation & Defined Outcome Portfolios: 1.70% per year (0.70% to Gradient Investments, 1.00% to Premier Wealth Management)
- Preservation Portfolios: 1.00% per year (0.40% to Gradient Investments, 0.60% to Premier Wealth Management)
For Client Directed Accounts, a flat fee of $300 is charged by Gradient Investments.