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Premier Investment Advice, LLC (Lancaster)


Premier Investment Advice, LLC is a large advisory firm based in Lancaster. It manages $95 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.




Premier Investment Advice provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Premier Investment Advice: assets under management

The assets under management (AUM) of Premier Investment Advice, LLC is $95 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20 million in discretionary accounts and $75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $250 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Premier Investment Advice, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lancaster

The principal office where Premier Investment Advice, LLC performs its advisory services is located at 1755 Oregon Pike, Lancaster, PA 17601, 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 717-560-8300 or by fax 717-560-8387. The normal business hours are 8-5 on Monday - Friday.


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