Premier Estate Planners, LLC

Premier Estate Planners, LLC is a registered investment adviser based in Clinton Township, Michigan, providing wealth management services since 2002. The firm, owned by Donald P. Carnaghi and Thomas R. Mazza, offers personalized investment advisory services, including portfolio management, selection of other advisers, savings plan management, and financial planning services. Premier Estate Planners, LLC operates as a fee-only independent financial adviser, working with discretionary and non-discretionary accounts to maximize client wealth through education, commitment, and professional partnerships. The firm's portfolio management services include customized investment portfolios tailored to clients' risk tolerance and investing objectives, with fees ranging from 0.50% to 1.50% annually based on assets under management. Clients granting discretionary authority allow the firm to manage their accounts without prior approval for each transaction. The firm also offers savings plan management services for company-sponsored qualified savings plans, with fees based on account value. Premier Estate Planners, LLC does not accept performance-based fees, participates in side-by-side management, or have any disciplinary information to report. Clients have the option to terminate agreements with a 30-day notice and may request account reviews quarterly. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect clients' personal information. For any inquiries, clients can contact Don Carnaghi at 586-228-7772.