Our Fees

Fees/Compensation (effective 01/01/2017)

  • Level fees for fee based management of securities accounts (in addition to underlying costs of actual investment or third party money manager or possible platform fees not charged by Premier Wealth Management Group, LLC.)
    • Assist with determining appropriate portfolio model/allocation or third party money manager based on client objectives, time frame, risk tolerance, etc. 
    • Portfolio monitoring, rebalancing and reallocation as necessary
      • Under $1 million in household assets in fee based accounts = maximum of 1.0% per year.  Annual meetings provided to review portfolio
      • $1 million - $2.5 million in household assets in fee based accounts = 0.85% per year.  Semi-annual meetings (if desired) provided to review portfolio
      • $2.5 million - $5 million in household assets in fee based accounts = 0.70% per year.  Semi-annual meetings (if desired) provided to review portfolio
      • Over $5 million in household assets in fee based accounts = 0.60% per year.  Quarterly meetings (if desired) provided to review portfolio

 

  • Financial planning
    • Financial plan provided after reviewing assets, debts, etc. through aggregation.  Recommended action items provided based on client goals and current situation.
      • Basic plan - $500/year.  Reviewed annually
      • Complex plan - $1,000 - $2500/year depending on complexity.  Reviewed annually