Overview
Assets Under Management: $203 million
Headquarters: CLINTON TOWNSHIP, MI
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
PREMIER ESTATE PLANNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122638), PREMIER ESTATE PLANNERS, LLC is subject to fiduciary duty under federal law.
PREMIER ESTATE PLANNERS, LLC is headquartered in CLINTON TOWNSHIP, MI.
PREMIER ESTATE PLANNERS, LLC serves 54 high-net-worth clients according to their SEC filing dated June 10, 2025. View client details ↓
According to their SEC Form ADV, PREMIER ESTATE PLANNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PREMIER ESTATE PLANNERS, LLC manages $203 million in client assets according to their SEC filing dated June 10, 2025.
According to their SEC Form ADV, PREMIER ESTATE PLANNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 898
Discretionary Accounts: 565
Non-Discretionary Accounts: 333
Regulatory Filings
CRD Number: 122638
Filing ID: 1995468
Last Filing Date: 2025-06-10 13:59:00
Website: https://yourplanners.com