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PREMIER ESTATE PLANNERS, LLC

16950 19 Mile Rd
Suite 4
Clinton Township, Michigan 48038
Tel: 586-228-7772

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About PREMIER ESTATE PLANNERS, LLC

PREMIER ESTATE PLANNERS, LLC, formally registered with the SEC as PREMIER ESTATE PLANNERS, LLC. The firm was established in 11/06/2007. They have over 1 offices throughout the country.

PREMIER ESTATE PLANNERS, LLC is a Clinton Township, Michigan based Financial Planning firm with nearly $203,459,882 assets under management, offering retirement planning & investment advisory services to 898 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122638
SEC#801-68487
Assets Managed by Firm$203,459,882
No. of Clients898
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY ADVISORY FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total898$203,459,882
Individuals (other than high net worth individuals)536$104,496,817
High net worth individuals54$98,963,065

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YOUSIF CAPITAL MANAGEMENT, LLC
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