Overview

Headquarters
Atlanta, GA
Total Firm Assets
$214 million
Average High-Net-Worth Client Portfolio Size
$30.2 million
Stated Minimum Account Size
$10,000,000

Fee Disclosure

Source: PREMIS ADVISORS, LLC, PART 2 (2026-08-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 0.95%
$10,000,001 $20,000,000 0.80%
$20,000,001 $40,000,000 0.60%
$40,000,001 $80,000,000 0.48%
$80,000,001 $120,000,000 0.35%
$120,000,001 $200,000,000 0.30%
$200,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million Below minimum client size
$10 million $95,000 0.95%
$50 million $343,000 0.69%
$100 million $557,000 0.56%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
98.84%
Number of High-Net-Worth Clients
7
Total Client Accounts
135
Discretionary Accounts
60
Non-Discretionary Accounts
75

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
283679

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions