Premier Private Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, businesses, and corporations. They create customized investment plans based on clients' financial situations and goals. Premier manages portfolios on a discretionary basis, allocating assets among individual equity and debt securities, exchange-traded funds (ETFs), and institutional mutual funds.
Assets Under Management$130M
Clients700
Advisors4
Avg. per Client$180K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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