Premier Financial Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a small registered investment adviser managing about $37.3 million for roughly 117 clients, and it serves individuals, company retirement plans, businesses and trusts. It offers portfolio management and financial planning services, with stated expertise in estate, retirement and education planning.
The firm creates individualized asset allocations based on risk tolerance and goals, providing both discretionary and non-discretionary management and conducting at least annual formal reviews alongside quarterly reporting. It recommends qualified custodians (Charles Schwab and Betterment Institutional) and implements diversified portfolios consistent with each client’s stated objectives.
What distinguishes the firm from many peers is that its principal also operates an affiliated law firm and a real estate brokerage/management company; legal and tax compliance work and real estate services are provided under separate engagements and billed or arranged outside the advisory fee. The principal also frequently serves as a court-appointed or named fiduciary (trustee, conservator, or estate fiduciary) and may manage business entities owned by those estates, a combination of advisory, legal, fiduciary and real-estate roles that is uncommon for firms of this size and can create custody and conflict-of-interest considerations addressed in the firm’s disclosures.
Client services
Expertise
Occupation focus
Fee options
$175 initial set-up fee per account; $150 account termination and closeout fee per account
$0 - $499,999: 1.00% annually (with $1,000 annual minimum) $500,000 - $1,499,999: 0.95% annually $1,500,000+: 0.90% annually
$250/hour for planning and counseling services without asset management; $145/hour assistant fee for special projects
Minimum fee: $1,000 annual minimum fee for accounts up to $499,999 Fee-only: $250/hour for planning and counseling services without asset management; $145/hour assistant fee for special projects; $175 initial set-up fee; $150 account termination and closeout fee
Main office
4045 Smithtown Road, Suite K
Suwanee GA 30024
Advisors at this office
1
Most active in
Georgia
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:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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