Premier Financial Planning offers comprehensive financial planning and investment advisory services. Financial planning includes reviewing a client's net worth, objectives, risk tolerance, and more. Investment advisory services involve designing an investment portfolio and providing ongoing advice, utilizing diversified portfolios with equity and fixed-income securities. Premier Financial Planning acts as a fiduciary, prioritizing client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.2M | 0.75% |
| $1.3M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Investment advisory fees are negotiable for certain client relationships and may be less for the following reasons: Employer Retirement Plan Accounts: Investment advisory fees are negotiable and may be charged at a plan or participant level. Employee Family Member: Family members of PFP employees may receive a flat fee rate.