Premier Choice Wealth Advisors manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, and businesses. The firm builds customized investment strategies and can also recommend third-party money managers to handle client accounts. In addition to portfolio management, Premier Choice Wealth Advisors provides comprehensive financial planning covering retirement strategies, cash flow analysis, tax reduction planning, risk management, education funding, and estate preservation. The firm also offers educational seminars and workshops on investments and financial services. Premier Choice Wealth Advisors operates from Lehi, Utah, and is led by Eugene Adam Drossart.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and account composition. Third-party manager programs have separate fee schedules ranging from 1.00% to 2.00%.