Premier Estate Planners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$226,948,109
Total clients
584
9% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
292
Average account size
$388,610
About
Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, offering wealth management services that include portfolio management, selection of third‑party advisers, savings plan management as a solicitor for a program provider, and modular financial planning. The firm works with both discretionary and non‑discretionary accounts and reports managing over $226 million in client assets.
The firm collects suitability information to tailor strategies, constructs or selects model portfolios (often using ETFs), and monitors and rebalances portfolios over time while relying on third‑party managers for some investment duties. It also offers savings plan management through a third‑party program provider and notes that tax efficiency is not its primary management consideration, encouraging clients to consult tax professionals.
Noteworthy aspects of the brochure include an unusually high client load — 584 clients with a small advisory team, implying more than 200 clients per advisor, which is uncommon among peers. The brochure also describes the firm as fee‑only while disclosing that associated persons are licensed insurance agents who may earn commissions and that the firm receives commissions on numismatic transactions, and it discloses its solicitor role for a retirement plan program, all items that bear on potential conflicts of interest.
Client services
Expertise
Fee options
Savings Plan Management fixed fee options ranging from $480 to $1,200 annually depending on account value
$0 - $400,000: 1.50% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $9,000,000: 0.60% $9,000,001 - $15,000,000: 0.50% $15,000,001+: Negotiable
Commission earned on numismatics and insurance products sales; commissions separate from advisory fees
Financial planning services hourly rate ranges from $100 to $250 per hour
Fee-only: Financial Planning Services charged hourly from $100 to $250 per hour; Savings Plan Management fee either a fixed fee ($480 to $1,200 annually depending on account size) or asset based fee (0.25%)
Main office location
Premier Estate Planners, LLC
16950 19 Mile Rd, Suite 4
Clinton Township MI 48038, United States
Number of offices
1
Most active in
Florida · Michigan · Nebraska
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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