Premier Wealth Advisors offers advisory management services through its Manager of Managers Program to individuals, institutions, and other entities. Premier Wealth Advisors helps clients develop an asset allocation strategy and then searches for registered investment advisors to manage the client's portfolio based on their individual needs. Premier Wealth Advisors monitors the performance of the selected investment advisors and meets with clients to review their accounts.
Premier Wealth Advisors uses third-party managers, and the advisory fee charged to the client will range from 0.5% to 1.0%, depending on the third-party manager selected and the size of the account managed. A portion of the fee is remitted to Premier Wealth Advisors. The exact fee received by Premier Wealth Advisors will be disclosed to the client. The aggregate fee charged by both Premier Wealth Advisors and the selected registered investment advisor will never exceed 2.00% of the client’s assets under management.