Premier Wealth Solutions provides personalized financial planning, asset management, and company retirement planning services. Financial planning covers investments, insurance, taxes, and estate planning. Asset management is tailored to individual goals and risk tolerance, with both discretionary and non-discretionary options. The firm also offers risk assessment and management services through insurance policies.
Assets Under Management$14M
Clients14
Advisors2
Avg. per Client$1M
Avg. per Advisor$7.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for assets under management over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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