About PREM INVESTMENT ADVISORY SERVICES, INC.
Incorporated in 2005, PREM Investment Advisory Services, Inc. (PREM) is a leading financial advisory firm based in the United States. It is committed to providing personalized and comprehensive financial services to its clients. With over 15 years of experience in the industry, PREM has become a trusted name for individuals, families, and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial services
- Has over 15 years of experience in the industry
- Has a strong track record of helping clients achieve their financial goals
Facts and Insights:
According to its latest annual report, PREM has managed assets worth over $1 billion for its clients. It employs a team of highly experienced and qualified advisors who utilize their expertise and knowledge to create customized financial plans for each client. PREM also prides itself on its strong relationships with top financial institutions and investment firms, allowing it to offer its clients a wide range of financial services and products.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $1 billion+ |
|---|---|
| Number of Advisors | 20 |
| Time in Business | 15+ years |
Financial Services Offered:
PREM offers a wide range of financial services, including investment management, retirement planning, tax planning, risk management, and estate planning. Its team of advisors works closely with clients to understand their individual financial needs and goals, and then create a customized plan to achieve them. This personalized approach sets PREM apart from other financial advisory firms.
Client Types:
- Individuals
- Families
- Businesses
- High-net-worth individuals
Fees & Compensation:
PREM is a fee-only financial advisory firm, which means it does not earn any commissions from the sale of financial products. The fees charged by PREM are based on a percentage of the assets under management, ensuring that the firm’s interests are aligned with that of its clients. This fee structure also eliminates any potential conflicts of interest.
Background:
PREM was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Under his leadership, PREM has grown to become one of the top financial advisory firms in the country. The company prides itself on its team of dedicated and knowledgeable advisors, who are constantly updated with the latest trends and developments in the financial market.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PREM is required to disclose any potential conflicts of interest and provide full transparency to its clients. The firm also abides by a strict code of ethics and professional standards, ensuring that its clients receive honest and unbiased financial advice at all times.