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| Premier Estate Planners LLC
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| CRD # | 122638 |
| SEC # | 801-68487 |
| CIK # | |
| AUM | 226.9 M (2026-02-09) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 586-228-7772 |
| Address | 16950 19 Mile Rd Clinton Township, MI 48038 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (2/9/2026) [Brochure] |
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Item 5 Fees and Compensation
Please refer to the "Advisory Business" section in this Brochure for information on our advisory fees,
fee paying arrangements and refund policy according to each service we offer.
Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You may also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by
mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
please refer to the "Brokerage Practices" section of this Brochure.
Compensation for the Sale of Other Investment Products
Persons providing investment advice on behalf of our firm are licensed as independent insurance
agents. These persons will earn commission-based compensation for selling insurance products,
including insurance products they sell to you. Insurance commissions earned by these persons are
separate and in addition to our advisory fees. Although insurance products sold by Associated Persons
of our firm compliment the investment advisory services offered to you, the receipt of two types of
compensation presents a conflict of interest. However, you are under no obligation, contractually or
otherwise, to purchase insurance products through any person affiliated with our firm.
Numismatics
On occasion we offer clients investment advice regarding the purchase of numismatics. Generally,
advice is only given on graded, certified and encapsulated coins which are purchased through a
dealer. Before advising a client to purchase numismatics, we determine the suitability of the purchase
of graded, certified and encapsulated coins for the client. Clients are advised that the purchase of
numismatics involves risk in that the market for such coins is volatile and thinly capitalized. As a result,
the price and timing of the sale of numismatics is subject to the relative lack of liquidity in the market
for such coins. Short-term price swings are possible and there's no guarantee of a profit or guarantee
against loss in connection with the purchase of numismatics. Clients are advised that the purchase
numismatics should be made on a long-term basis of a minimum of three to ten years. We receive a
commission upon the purchase of the numismatic by a client. Disclosure of the amount of the
commission will be made to clients considering the purchase of graded coins. The receipt of
commission for this recommendation constitutes a conflict of interest. You are not obligated,
contractually or otherwise, to use the services of any coin dealer we recommend and you may utilize
the coin dealer of your choice.
Any material conflicts of interest between you and our firm, or our employees are disclosed in this
Disclosure Brochure. If at any time, additional material conflicts of interest develop, we will provide you
with written notification of the material conflicts of interest or an updated Disclosure Brochure.
IRA Rollover Considerations
As part of our investment advisory services to you, we may recommend that you withdraw the assets
from your employer's retirement plan and roll the assets over to an individual retirement account
("IRA") that we will manage on your behalf. If you elect to roll the assets to an IRA that is subject to our
management, we will charge you an asset based fee as set forth in the agreement you executed with
our firm. This practice presents a conflict of interest because persons providing investment advice on
our behalf have an incentive to recommend a rollover to you for the purpose of generating fee based
compensation rather than solely based on your needs. You are under no obligation, contractually or
otherwise, to complete the rollover. Moreover, if you do complete the rollover, you are under no
obligation to have the assets in an IRA managed by our firm.
Many employers permit former employees to keep their retirement assets in their company plan. Also,
current employees can sometimes move assets out of their company plan before they retire or change
jobs. In determining whether to complete the rollover to an IRA, and to the extent the following options
are available, you should consider the costs and benefits of each.
An employee will typically have four options:
1. Leaving the funds in your employer's (former employer's) plan.
2. Moving the funds to a new employer's retirement plan.
3. Cashing out and taking a taxable distribution from the plan.
4. Rolling the funds into an IRA rollover account.
Each of these options has advantages and disadvantages and before making a change we encourage
you to speak with your CPA and/or tax attorney.
If you are considering rolling over your retirement funds to an IRA for us to manage here are a few
points to consider before you do so:
1. Determine whether the investment options in your employer's retirement plan address your needs
or whether you might want to consider other types of investments.
a. Employer retirement plans generally have a more limited investment menu than IRAs.
b. Employer retirement plans may have unique investment options not available to the public such
as employer securities, or previously closed funds.
2. Your current plan may have lower fees than our fees.
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/9/2026) [Brochure] |
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Item 7 Types of Clients
We offer investment advisory services to individuals, trusts, estates, charitable organizations,
corporations, and other business entities.
We do not impose minimum investment amounts in our portfolio management services. Additionally,
the Third Party Advisers ("TPAs") we refer you to may also impose investment minimums. Please refer
to the disclosure documents provided for TPA account requirements and minimums. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 529 | 125.2 |
| (b) Individuals (high net worth individuals) | 55 | 101.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 896 | 226.9 |
| By Discretionary | ||
| Discretionary | 596 | 143.1 |
| Non-Discretionary | 300 | 83.9 |
| Total | 896 | 226.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.9 | |
| Total | 896 | 226.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|
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