Premia Global Advisors offers investment advice to individuals, families, trusts, estates, foundations, and businesses. Premia works with clients to understand their financial goals and create a customized investment strategy. Premia constructs portfolios using equities, fixed income, mutual funds, exchange-traded funds, and alternative investments. Premia may recommend third-party managers. Clients must approve recommendations in non-discretionary accounts.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable. The advisory fee includes TAMP advisor-related charges, including the Platform Fee and the use of independent managers.