The Premier Advisory Group, LLC is a financial planning firm that refers clients to third-party money managers for investment management. The firm offers financial planning services for a fixed fee. The firm's managing member is also an insurance agent. The Premier Advisory Group does not hold client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
The Premier Advisory Group does not directly manage client investments. Instead, the firm refers clients to third-party money managers, such as Gradient Investments, LLC. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually
- Tactical Portfolios: 1.80% annually
- Allocation & Defined Outcome Portfolios: 1.70% annually
- Preservation Portfolios: 1.00% annually
- Client Directed Accounts: $300 annually
The Premier Advisory Group receives a portion of these fees from the third-party money manager. These fees are negotiable.
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