Fees
Premier’s fee schedule is based on a percentage of assets under management and is dependent upon each client’s relationship with Premier. The schedule declines as the level of assets under management increases.
- Works on a fee-only basis meaning that we are paid only by the client, receiving no commissions or referral fees from third parties.
- Clients pay no transaction or exit fees to Premier upon account closure.
- The custodian used by Premier may charge a modest transfer or account closure fee.
- Premier Financial Group bills investment management fees on a quarterly basis.
- The quarterly fees are equal of one-half of one percent or less of the market value of the assets in a client’s account and are determined by the level of assets under management.
- In the event of an account closure, fees for unused days are credited back to the client account pro-rata.
