Premier Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,000,000
Total clients
40
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$175,000
About
The firm provides financial planning, discretionary investment management, and a periodic newsletter to individuals, trusts, estates, small businesses and retirement plan participants, with planning services included for managed clients. It works with retail clients across account types rather than focusing solely on high-net-worth households.
Investment management is limited to growth-oriented mandates, offering a buy-and-hold option but preferring an actively managed tactical strategy; the firm will not accept fixed-income–only clients. The tactical approach uses both fundamental analysis—primarily Federal Reserve data—and technical analysis, and the brochure warns that this can produce concentrated portfolios, higher turnover, and tax consequences.
Several disclosures distinguish the firm from many peers: the principal maintains a separate, licensed life insurance agency and provides commission-based insurance products (a disclosed conflict of interest), and also has an ownership interest in a broker‑dealer. The brochure also notes the principal’s relocation out of state while clients remain in their original state and an ongoing personal bankruptcy related to litigation, items the firm says are personal and do not affect its advisory operations.
Client services
Expertise
Fee options
Commission-based insurance product sales through affiliated insurance agency
Minimum fee: $50 annual account fee (non-negotiable; family/employee discounts possible) Fee-only: Investment management fee: 2% of assets under management (AUM) plus $50 annual account fee
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")