Premier Financial Solutions (PFS) provides investment management through third-party portfolio strategists and financial planning services. PFS uses Orion Portfolio Solutions and Altruist Model Marketplace for asset management, and also has a co-advisor relationship with Gradient Investments, LLC. Financial planning covers various aspects of an investor's financial state, including financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation.
Fee Structure
Premier Financial Solutions offers investment management through third-party relationships.
For Orion Portfolio Solutions and Altruist Model Marketplace, PFS charges up to 1.00% annually of the assets managed. Additional fees are charged by Orion Portfolio Solutions and Altruist, ranging from 0.10% to 0.50% and 0% to 1% respectively.
Through Gradient Investments, LLC, PFS offers strategic, tactical, allocation & defined outcome, preservation, and private wealth portfolios. The annual fee is 1.50% except for preservation portfolios, which are 1.00%. PFS receives 1.00% of the 1.50% fee and 0.60% of the 1.00% fee, with Gradient Investments receiving the remainder. Client directed accounts have a flat fee of $300 paid to Gradient Investments.