M Premier Partners offers investment advice to individuals and other clients. The firm provides asset management and investment consulting services. M Premier Partners offers comprehensive portfolio management, which includes financial planning or consulting services. The firm also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$250M
Clients251
Advisors2
Avg. per Client$1M
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
M Premier Partners offers comprehensive portfolio management services. The maximum annual fee charged for this service will not exceed 1.50%. Fees are calculated quarterly, based on the average daily balance of your account. Fees are negotiable.
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