Premier Wealth Partners offers financial planning services covering cash flow, debt management, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing investment supervision and access to third-party investment managers. The firm conducts an initial interview to understand your goals and needs before providing services.
Assets Under Management$32M
Clients155
Advisors2
Avg. per Client$210K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable subject to approval by a principal of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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