Premier Wealth Advisors, LLC

Premier Wealth Advisors, LLC (PWA) is an SEC registered investment adviser based in New York, offering financial planning and investment management services since 2000. PWA manages over $523 million in assets on a discretionary basis. Clients can engage in financial planning services covering various areas such as retirement and estate planning, with the option to implement recommendations from PWA or other professionals. Investment management services include a mix of mutual funds, ETFs, individual securities, and private placements for accredited investors. PWA tailors portfolios based on client risk tolerance and objectives, utilizing a blend of passive and active strategies. PWA charges fees based on assets under management, ranging from 0.10% to 2.00% annually, with additional charges from third parties like custodians and mutual funds. Clients have the flexibility to add or withdraw assets, with PWA providing ongoing account reviews and reports. The firm exercises investment discretion, allowing it to make decisions on behalf of clients without prior consent. PWA does not vote on client securities and does not accept compensation for client referrals. The firm's brokerage practices prioritize best execution, with Charles Schwab commonly recommended for custody and trading services. PWA discloses potential conflicts of interest related to benefits received from Schwab.