Assets Under Management
$203.5M
Number of Clients
590
Number of Advisors
2
Average Client AUM
$345K
AUM per Advisor
$101.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Premier Estate Planners, LLC (PEP) offers wealth management services incorporating financial planning and investment portfolio management. They work with discretionary and non-discretionary accounts, aiming to maximize client wealth through education and professional partnerships. Services include portfolio management, selection of other advisers, savings plan management, and financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Amounts above $10 million are negotiable
16950 19 Mile Rd, Suite 4, Clinton Township, MI, 48038