Premier Choice Wealth Advisors, LLC

Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations and business entities, offering discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm also assists clients in selecting third‑party managers and provides ongoing monitoring and reporting for managed accounts.

The firm builds client portfolios and financial plans based on documented goals, time horizons and risk tolerances, using fundamental and technical analysis and charging percentage‑of‑AUM advisory fees. When recommending third‑party managers, the firm acts as a liaison, continues oversight of those managers and discloses that it receives referral fees from some sub‑advisors.

Notable for an independent, single‑advisor practice, the firm reports more than 300 clients while managing roughly $10.36 million in discretionary assets, reflecting a high client‑per‑advisor ratio and relatively modest AUM per client. The adviser also maintains licensed insurance and multiple real estate affiliations (including brokerage activities and several real‑estate entities), devoting under 10% of time to those outside businesses and about 15 hours per month to personal real estate investments; the brochure discloses related commission and referral compensation and describes disclosures and fiduciary procedures intended to mitigate conflicts.