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Premier Capital Management Inc
SEC-regulated
Registered investment advisor
Premier Capital Management Inc is a fee-based investment advisor offering Investment Management Services and Financial Consulting Services since 1994. The firm facilitates the management of client accounts by employing third-party portfolio strategists, monitoring their performance, and may deviate from instructions under unique circumstances. Clients grant limited trading authority for investment management services, with fees based on a percentage of account values and billed quarterly. Financial consulting services are offered at an hourly rate or a fixed amount. The firm may recommend insurance products, with IA Reps earning commissions, creating a conflict of interest. PCM does not charge performance-based fees and does not manage side-by-side performance-based accounts. Clients include individuals and small businesses/non-profits with specific account value requirements. Investment strategies involve technical analysis and tactical strategies, with a focus on risk management. PCM has a Code of Ethics, discloses conflicts of interest, and recommends Charles Schwab as a custodian. Clients have no obligation to use Schwab. PCM does not have physical custody of client assets but has limited custody for fee withdrawals. Clients grant investment discretion to PCM, with no authority to transfer funds or make withdrawals without authorization. Voting rights for client securities are not managed by PCM. The firm's principal executive officer is Michael R Klein. Additional financial information would be disclosed if PCM charged fees in advance or had specific financial events in its background.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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