Premier Prosperity Advisors LLC

Overview

Premier Prosperity Advisors LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage of assets under management with hourly charges, and the business is owned by an individual rather than a larger corporate parent. Investment activity is concentrated in publicly traded equities, with the firm showing a clear preference for exchange-traded equity exposure. Premier Prosperity Advisors is not an active ESG investor and does not act as a capital allocator to proprietary strategies; instead it relies on external managers for alternative exposures. The advisory approach appears to favor client-directed or collaborative portfolios, given a much larger non-discretionary base relative to discretionary assets.

Assets & Accounts

Investments & Alternatives

Location & Offices