Premier Financial Group (PFG) manages investment portfolios tailored to individual client needs, aiming for capital preservation and growth/income. PFG gathers client information to determine investment allocation based on goals, time horizons, risk tolerance, and liquidity needs. PFG provides financial planning services to all clients at no additional cost. PFG recommends diversified, evidence-based, low-cost, institutional-class mutual funds and ETFs.
Assets Under Management$820M
Clients593
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $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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