Premier Choice Wealth Advisors, LLC logo

Premier Choice Wealth Advisors, LLC

Updated today

Client AUM

$10,361,315

Clients

313

Advisors

2

of 2 employees

About

Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations and business entities, offering discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm also assists clients in selecting third‑party managers and provides ongoing monitoring and reporting for managed accounts.

The firm builds client portfolios and financial plans based on documented goals, time horizons and risk tolerances, using fundamental and technical analysis and charging percentage‑of‑AUM advisory fees. When recommending third‑party managers, the firm acts as a liaison, continues oversight of those managers and discloses that it receives referral fees from some sub‑advisors.

Notable for an independent, single‑advisor practice, the firm reports more than 300 clients while managing roughly $10.36 million in discretionary assets, reflecting a high client‑per‑advisor ratio and relatively modest AUM per client. The adviser also maintains licensed insurance and multiple real estate affiliations (including brokerage activities and several real‑estate entities), devoting under 10% of time to those outside businesses and about 15 hours per month to personal real estate investments; the brochure discloses related commission and referral compensation and describes disclosures and fiduciary procedures intended to mitigate conflicts.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $1,000,000: 1.40% - 1.80% $1,000,000 - $2,000,000: 1.00% - 1.50% $2,000,000 - $3,000,000: 0.70% - 1.20% $3,000,000 - $5,000,000: 0.50% - 0.80% $5,000,000+: 0.30% - 0.70%

Commissions

Investment advisor representatives receive commissions from sales of insurance products; also receives referral fees from third-party managers.

Project-based

Financial planning services at $350 per hour

Other

Fee-only: Financial planning at $350 per hour

Main office

2940 W Maple Loop Drive, Suite 303

Lehi UT 84043

Advisors at this office

2

Most active in

Utah · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eugene D

Series 65

Lehi, UT

Premier Choice Wealth Advisors, LLC

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with Premier Choice Wealth Advisors since 2021. Outside of advisory work, he is involved in several ventures including real estate brokerage and property management through multiple LLCs. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, consulting, and educational seminars. The firm constructs client portfolios and plans based on documented goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis, and also assists clients in selecting and monitoring third‑party managers.

Retirement income strategy Founder/Business Owner Retired
user avatar

Aaron D

Series 65

Lehi, UT

Premier Choice Wealth Advisors, LLC

Aaron Drossart is a financial advisor with Premier Choice Wealth Advisors, LLC in Lehi, UT. He holds a Series 65 designation and has recently entered the industry. Prior to advising, he worked in education, including positions at Brigham Young University and Alpine School District. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm emphasizes customized portfolios and financial plans based on client goals, using fundamental and technical analysis, and also provides oversight for third-party managers.

Retirement income strategy Founder/Business Owner Retired
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