Premier Financial Solutions is a registered investment advisor founded in 2009 that helps individuals and high-net-worth clients manage their investments and plan for their financial futures. Premier Financial Solutions offers multiple ways to manage portfolios, including working with third-party portfolio managers and digital marketplace platforms to build customized investment strategies aligned with each client's goals and risk tolerance. In addition to managing investments, Premier Financial Solutions creates comprehensive financial plans that cover retirement strategies, cash flow analysis, tax reduction, estate preservation, and risk management. The team also maintains insurance licenses, allowing them to offer insurance products as part of a holistic financial strategy. Premier Financial Solutions emphasizes a personalized approach, documenting client objectives and tailoring asset allocations while helping clients navigate market volatility and long-term financial milestones.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual investment advisory fee is 1.00% of assets under management and is negotiable. Third-party managers and platforms charge additional fees ranging from 0% to 1.65% total depending on the selected program.