Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
582 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$721.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.60%
$2M+0.40%

Fee schedule can be negotiable under special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

725 Sixth Street, Eureka, CA, 95501-1103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Premier Financial Group INC
October 2022 - Present · 3 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.