Premier Capital Management, operating as VIP Financial Associates, offers financial planning and portfolio management services. Financial planning evaluates a client's financial situation, goals, and risk tolerance, covering areas like retirement, education, and tax planning. Portfolio management involves ongoing management of investment accounts based on client preferences and risk tolerance. Premier Capital uses sub-advisors through an overlay portfolio management system for monitoring, rebalancing, and trading.
Fee Structure
Premier Capital Management's fees for managing your investments are based on the value of your portfolio. The annual fee ranges are:
- Less than $1,000,000: 1.00% to 1.50%
- $1,000,000 to $2,000,000: 0.90% to 1.40%
- $2,000,000 to $3,000,000: 0.80% to 1.30%
- $3,000,000 to $5,000,000: 0.70% to 1.20%
- Above $5,000,000: 0.60% to 1.10%
These fees are charged monthly, based on the average daily account balance. Financial planning is included at no additional cost to portfolio management clients. Sub-advisor fees are also charged.