Premier Choice Wealth Advisors offers investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes a review of financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation. They may recommend third-party managers and receive referral fees.
Assets Under Management$10M
Clients313
Advisors1
Avg. per Client$33K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Premier Choice Wealth Advisors offers investment management services where they manage your investments for you. The annual fee is a percentage of the amount they manage, and the percentage varies based on the size of your portfolio.
The annual fee ranges are:
- $0 - $1,000,000: 1.40% - 1.80%
- $1,000,000 - $2,000,000: 1.00% - 1.50%
- $2,000,000 - $3,000,000: 0.70% - 1.20%
- $3,000,000 - $5,000,000: 0.50% - 0.80%
- Over $5,000,000: 0.30% - 0.70%
There is also a $15 quarterly service fee for technology and reporting.
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