Premier Estate Planners, LLC
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
About This Firm
Premier Estate Planners, LLC (PEP) offers wealth management services by 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 advisors, savings plan management, and financial planning.
Fee Structure
AUM-Based Fees (Tiered)
| 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
Fee Estimator
Portfolio management fees range from 0.50% to 1.50% annually, billed quarterly in advance. Fees are negotiable based on client circumstances, and account values of family members may be combined for fee breakpoints. Savings Plan Management has fixed fees ($480-$1200) or an asset-based fee of 0.25%. Financial planning is offered at an hourly rate of $100 to $250, with 50% due upfront. Amounts above $10 million for portfolio management are negotiable.
Areas of Practice
Location
16950 19 Mile Rd, Suite 4, Clinton Township, MI, 48038