Premiere Wealth Advisors, LLC

Premiere Wealth Advisors, LLC provides advisory services to a range of clients, including individuals, trusts, corporations, partnerships and other entities, and generally requires a minimum account size for its advisory relationships. The firm delivers portfolio management through third‑party sub‑advisers on a sub‑advised basis and also offers financial planning (including estate and tax planning) as well as educational seminars and workshops; its advisory compensation is asset‑based and billed through the sub‑adviser arrangements.

The firm’s investment process centers on selecting, recommending, and monitoring third‑party sub‑advisers and model portfolios that are correlated to client‑selected risk categories; clients determine which assets are invested in which portfolios while the firm recommends allocations. Premiere Wealth evaluates managers using quantitative and qualitative criteria (performance history, risk‑adjusted returns, manager tenure, style consistency) and relies on technology and third‑party vendors for portfolio administration, trading, and reporting.

What is distinctive in the brochure is the firm’s emphasis on outreach and education — it produces retirement guides and booklets via its Retiremax domain and hosts no‑cost seminars and workshops for clients and prospective clients — and its connection to an affiliated insurance business that offers fixed insurance products, with advisory personnel able to receive commission‑based compensation for insurance sales (a conflict the firm discloses). The firm’s primarily sub‑advised model, rather than in‑house portfolio management, and its combination of educational publications, seminars, and insurance‑product sales are features that set it apart from many peers.