Premiere Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Premiere Management provides discretionary portfolio management for individuals, high-net-worth clients, and businesses, primarily through account-based (percentage-of-AUM) advisory relationships and direct fee billing to custodial accounts. The firm manages a modest number of client accounts and delivers periodic reports while conducting quarterly reviews of each portfolio.
The adviser uses a tactical asset allocation approach that adjusts exposure among broad asset classes based on short-term market outlooks and generally implements allocations using mutual funds and ETFs rather than recommending individual securities. The firm operates with discretionary trading authority under client agreements, relies on a third‑party custodian and custodian-provided research, and documents trading and ethical policies in a code of ethics.
A distinctive disclosure in the brochure is a 2010 administrative proceeding by a state securities regulator that resulted in a civil penalty for missed registration filings; the firm states the matter was a clerical error and that required filings were completed. The brochure also notes the firm does not accept proxy‑voting authority for client securities and permits personal trading in the same mutual funds/ETFs it recommends, with stated policies to prioritize client orders.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% of account balance $500,001 - $750,000: 0.80% of account balance $750,001 - $1,000,000: 0.60% of account balance $1,000,001 - $2,500,000: 0.50% of account balance $2,500,001+: 0.30% of account balance
Fee-only: Annual portfolio management fees based on tiered schedule as listed above.
Main office
Noblesville IN
Advisors at this office
1
Most active in
Indiana
Also doing business as
Premiere Management · Premiere Planning Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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