How does the advisor help clients – Key Takeaways:
Premier Capital Management Inc. is dedicated to providing clients with expert financial advice and assistance in managing their wealth. The advisors at Premier Capital Management are knowledgeable and experienced in helping their clients reach their financial goals.
- The advisor acts as a financial expert, providing guidance and advice on investments, retirement planning, estate planning, and other financial matters.
- Clients can also benefit from the advisors’ knowledge and understanding of the financial markets, economic trends, and tax codes.
- Premier Capital Management aims to take a holistic approach to managing clients’ wealth, considering their short-term and long-term financial goals and creating personalized strategies to achieve them.
Facts and Insights
Founded in 2005, Premier Capital Management Inc. has been a trusted financial advisor to clients for over 15 years. Through its commitment to providing professional and personalized financial services, the firm has grown to manage a substantial amount of assets and has gained a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years |
Financial Services Offered
Premier Capital Management offers a wide range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Legacy planning
- Wealth preservation
Client Types
Premier Capital Management caters to a diverse range of clients, including:
- High net worth individuals and families
- Business owners and entrepreneurs
- Professionals and executives
- Retirees
Fees & Compensation
The fees and compensation structure at Premier Capital Management is designed to be transparent and fair for clients. The firm charges a percentage of assets under management as an annual fee, with fees decreasing as assets under management increase. Clients can also choose to pay for services on an hourly or project basis if preferred.
Background
Premier Capital Management Inc. was founded by experienced financial advisors who were driven by their passion for helping clients achieve their financial goals. The firm is registered with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times.
Financial Advisor Disclosures to Know
Premier Capital Management Inc. is dedicated to providing clients with transparent and honest services. As such, there are no significant disclosures or disciplinary actions to note for the firm or its advisors. Clients can feel confident in entrusting their wealth to Premier Capital Management.