Premis Advisors offers financial planning and portfolio management services. Financial planning includes advice on estate planning, risk management, budgeting, retirement planning, education funding, and investment portfolio design. Premis manages investment portfolios on a discretionary basis, implementing an Investment Plan developed for each client. Premis may recommend separate account managers and monitors their performance.
Assets Under Management$190M
Clients9
Advisors1
Avg. per Client$21M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.45% |
| $40.0M - $80.0M | 0.40% |
| $80.0M - $120.0M | 0.35% |
| $120M+ | 0.30% |
Legacy clients may have materially different rates. Under certain circumstances your fee, while based on the assets under management schedule, may be represented as a fixed fee in your agreement with our firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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