Premier Wealth Advisors LLC

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Premier Wealth Advisors LLC
CRD #120358
SEC #801-78204
CIK #
AUM 555.1 M (2026-03-27)
Employees 9 (67% Investors, 0% Brokers)
Fees
Minimum
Phone212-752-4343
Address1411 Broadway
New York, NY 10018
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
70056042028014002010201520212027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
Item 5.          Fees and Compensation
         PWA offers its services on a fee basis, which include hourly and/or fixed fees, as well as fees based upon
         assets under management.          Additionally, certain of PWA’s Supervised Persons, in their individual
         capacities, offer securities brokerage services and insurance products under a separate commission
         arrangement.

         Financial Planning Fees

         PWA generally charges either a negotiable hourly or fixed fee to provide clients with stand-alone financial
         planning services. These fees are largely determined by the scope and complexity of the agreed upon
         services and range from $200 to $500 on an hourly basis and $500 to $15,000 on a fixed fee basis.

         The specific terms and fee structure are negotiated in advance and set forth in the Agreement with PWA.
         Generally, PWA requires one-half of the financial planning fee payable upon execution of the Agreement
         and the balance due at the time the financial plan is delivered or the underlying services are rendered to

Page 6                                                                                                © MarketCounsel 2026

         Disclosure Brochure                                         Premier Wealth Advisors, LLC

         completion. If the client engages PWA for additional investment advisory services, PWA may offset all or
         a portion of its fees for those services based upon the amount paid for the financial planning and/or
         consulting services.

         Investment Management and Wealth Management Fees

         PWA provides investment management services for an annual fee based on the amount of assets under
         the Firm’s management. This fee varies depending upon the value of a client’s portfolio and the type of
         services rendered, based on the following fee schedule:

                                       PORTFOLIO VALUE                     ANNUAL FEE
                                       $100,000 - $249,999                  1.25 – 2.00%
                                       $250,000 - $499,999                  1.00 – 1.75%
                                       $500,000 - $999,999                  0.85 – 1.60%
                                     $1,000,000 - $2,000,000                0.75 – 1.50%
                                    $2,000,000 to $5,000,000                0.50 – 1.25%
                                    $5,000,000 to $10,000,000               0.25 – 1.00%
                                   $10,000,000 to $20,000,000               0.15 – 0.75%
                                      More than $20,000,000                 0.10 – 0.50%

         This fee is prorated and charged quarterly, in advance, based upon the market value of the assets being
         managed by PWA on the last day of the previous billing period.

         The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm may,
         in its sole discretion, not include cash in determining the fee, especially where a client has a high percentage
         of cash for reasons other than the Firm's investment management decision. If assets are deposited or
         withdrawn from an account that exceed 10% of the existing portfolio value after the inception of a billing
         period, the fee payable with respect to such assets is prorated to reflect the change in portfolio value. For
         the initial term of an engagement, the fee is calculated on a pro rata basis. In the event the Agreement is
         terminated, the fee for the final billing period is prorated through the effective date of the termination and
         the unearned portion is refunded to the client, as appropriate.

         Fee Discretion

         PWA, in its sole discretion, may negotiate to charge a lesser fee based upon certain criteria, such as
         anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
         managed, related accounts, account composition, pre-existing client relationship, account retention and pro
         bono activities.

Page 7                                                                                                 © MarketCounsel 2026

         Disclosure Brochure                                         Premier Wealth Advisors, LLC

         Additional Fees and Expenses

         In addition to the advisory fees paid to PWA, clients may also incur certain charges imposed by other third
         parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
         (collectively “Financial Institutions”).   These additional charges may include securities brokerage
         commissions, transaction fees, custodial fees, fees charged by the Independent Managers, charges
         imposed directly by a mutual fund or ETF in a client’s account, as disclosed in the fund’s prospectus (e.g.,
         fund management fees and other fund expenses), deferred sales charges, odd-lot differentials, transfer
         taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities
         transactions.

         Fee Debit

         Clients may grant PWA the authority to directly debit their accounts for payment of the Firm’s investment
         advisory fees. The Financial Institutions that act as qualified custodian for client accounts have agreed to
         send statements to clients not less than quarterly detailing all account transactions, including any amounts
         paid to PWA. Alternatively, clients may elect to have PWA send them an invoice for direct payment.

         Account Additions and Withdrawals

         Clients may make additions to and withdrawals from their account at any time, subject to PWA’s right to
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
Item 7.          Types of Clients

         PWA primarily provides its services to individuals, corporations and other business entities.

Page 8                                                                                                 © MarketCounsel 2026

         Disclosure Brochure                                        Premier Wealth Advisors, LLC

         No Minimum Account Requirements

         PWA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an
         investment management relationship.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 363 86.0
(b) Individuals (high net worth individuals) 251 362.0
(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 29 41.6
(h) Charitable organizations 0 65.5
(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 741 555.1
By Discretionary
Discretionary 676 537.0
Non-Discretionary 65 18.1
Total 741 555.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 555.1
Total 741 555.1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients8
ServesInstitutional, Retail
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