M PREMIER PARTNERS

Overview

M Premier Partners is an independent registered investment adviser organized as a limited liability company and acting as a capital allocator for individual and family clients. The firm offers a mix of financial planning and portfolio management services across retail and small-business clients, and it fills an advisory role that includes selection of outside managers. Fee arrangements are flexible—percent-of-AUM pricing sits alongside hourly and fixed-fee options—so the firm can tailor engagements from ongoing wealth management to project-based planning. Investment posture favors using pooled public funds as the core sleeve of client portfolios while supplementing that exposure with allocations to alternative strategies. The adviser does not identify as an active ESG investor and, administratively, operates with a concentrated custodian relationship rather than multiple platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices