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Premier Estate Planners Ria, LLC (Clinton Township)


Premier Estate Planners Ria, LLC is a large advisory firm based in Clinton Township. It manages $58.82 million of regulatory assets for 544 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Michigan.

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Premier Estate Planners Ria provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Premier Estate Planners Ria: assets under management

The assets under management (AUM) of Premier Estate Planners Ria, LLC is $58.82 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.34 million in discretionary accounts and $26.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $148.73 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Premier Estate Planners Ria, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clinton Township

The principal office where Premier Estate Planners Ria, LLC performs its advisory services is located at 16950 19 Mile Rd, Clinton Township, MI 48038, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 586-228-7772 or by fax 586-228-7776. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at yourplanners.com.


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