PREMIER ESTATE PLANNERS, LLC

RIASEC RegisteredEst. 2007

Total AUM

$227M

Discretionary

$143M

63% of AUM

Avg account

$253K

Accounts

896

Employees

Advisory reps

Firm details

Headquarters: CLINTON TOWNSHIP, Michigan
CRD number: 122638
Registered since: November 6, 2007
Website: www.yourplanners.com
Custodians: AXOS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals55.17%
HNWI44.83%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Premier Estate Planners, LLC is an independent registered investment adviser organized as an LLC and in business since 2007. The firm serves individual and family clients, providing financial planning, discretionary and non‑discretionary portfolio management (including for small business owners), and the selection of outside advisers. Its owner structure is individual, and it operates as a capital allocator — meaning it places client capital with third‑party managers in addition to managing pooled and direct investments. Fee arrangements include percentage of AUM, hourly, fixed fees and other billing approaches. Premier Estate Planners does not identify as an active ESG investor. Premier Estate Planners received placement on FA Magazine’s Top RIA Firms list in 2020.