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| Premier Wealth Advisors LLC
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| CRD # | 120358 |
| SEC # | 801-78204 |
| CIK # | |
| AUM | 555.1 M (2026-03-27) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-752-4343 |
| Address | 1411 Broadway New York, NY 10018 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure] |
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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 |
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consilio Wealth Advisors LLC
✚
|
WA | 555.8 M |
|
Kooman & Associates
✚
|
PA | 555.6 M |
|
Bigelow Investment Advisors LLC
✚
|
ME | 555.2 M |
|
Digital Wealth Partners LLC
✚
|
TX | 555.1 M |
|
O'Rourke & Company Incorporated
✚
|
MA | 555.1 M |
|
Kimery Wealth Management LLC
✚
|
TN | 555.0 M |
|
Sarasin Asset Management Limited
✚
|
555.0 M | |
|
Kercheville Advisors LLC
✚
|
TX | 554.7 M |
|
Prairie Advisory LLC
✚
|
KS | 554.3 M |
|
Total Management Group Inc
✚
|
NY | 553.9 M |