Premiere Wealth Advisors offers investment advisory services, primarily through third-party sub-advisers. Premiere Wealth helps clients select sub-advisers and build customized portfolios based on their risk tolerance and investment objectives. They also offer estate and tax planning services to existing clients at no additional fee. Premiere Wealth may host educational seminars and workshops.
Assets Under Management$50M
Clients350
Advisors2
Avg. per Client$140K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Premiere Wealth Advisors uses third-party sub-advisers for portfolio management. Premiere Wealth charges a maximum of 1.0% annually, billed monthly, in addition to the sub-adviser's fees, which could range from 0.5% to 1.5%. The total fee charged to clients will not exceed 2.5%. This fee is negotiable.
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