Premier Wealth Advisors offers investment management, financial planning, and tax preparation. For investment management, they recommend third-party advisors like Focus Partners Advisor Solutions, The Pacific Financial Group, and Dimensional Fund Advisors. Financial planning covers retirement, estate, investment, charitable, education, insurance, and small business planning. Tax preparation is also available as a separate service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
These fees are for Premier Wealth Advisors' portion only. Clients will also pay fees to third-party advisors like Focus Partners Advisor Solutions (FPAS): Up to $500,000: 0.25%; $500,000.01 to $1,000,000: 0.20%; $1,000,000.01 to $5,000,000: 0.15%; Above $5,000,000: 0.10%. Clients whose accounts are managed by The Pacific Financial Group (TPFG) will pay up to 1.95% of assets invested in mutual funds managed and administered by TPFG. Premier Wealth Advisors receives 0.75% of this fee from TPFG. Clients whose accounts are managed by Dimensional Fund Advisors (DFA) will pay up to 0.18% of the assets under DFA's management. Clients managed by DFA will generally be charged lower fees by Premier Wealth Advisors and FPAS. Fees are negotiable.