Premier Financial Group INC
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
About This Firm
Premier Financial Group (PFG) is a fee-based investment adviser managing individual investment portfolios tailored to preserve capital and provide growth/income. They offer continuous advice based on individual client needs, determining investment allocation based on goals, time horizons, risk tolerance, and liquidity needs. PFG provides financial planning services to all clients at no additional cost and uses diversified, evidence-based, low-cost, institutional-class mutual funds and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
PFG's fees for investment accounts are based on a percentage of assets under management. For non-discretionary accounts, the maximum annual fee is 2.00%, and each client's fee is negotiated individually. Fees and account minimums are negotiable based on various criteria. Clients have five business days to rescind the agreement and receive a full refund. After that, clients may terminate the agreement with a 30-day written notice, with prepaid, unearned fees promptly refunded.
Areas of Practice
Location
725 Sixth Street, Eureka, CA, 95501-1103