Assets Under Management
$721.4M
Number of Clients
582
Number of Advisors
12
Average Client AUM
$1.2M
AUM per Advisor
$60.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Premier Financial Group manages individual investment portfolios designed to preserve capital while providing growth and/or income. They provide continuous advice based on individual client needs, determining investment allocation based on goals, time horizons, risk tolerance, and liquidity needs. Financial planning services are provided to all clients at no additional cost. Investment recommendations include diversified, low-cost mutual funds and ETFs.
| Assets Under Management | 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.
725 Sixth Street, Eureka, CA, 95501-1103