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Categories: Investment Management
Summary:
Premis Advisors provides wealth management, investment advisory and family office services.
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Categories: Investment Management
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Categories: Investment Management
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Categories: Investment Management
Premis Advisors, LLC - Reviews
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Mike D.Mar 7, 2022
4.7
Organic
Ratings:Knowledge and competency
5.0
Trust and confidence
5.0
Ease of Doing Business With
4.0
Value
4.0
Overall Rating
5.0
Customer Service and Responsiveness
4.0
Fees and Costs
5.0
Communications and transparency
5.0
Brad is a "boutique" investment advisor. He doesn't suggest the classic X%/Y%/Z% stocks/bonds/cash. He recommends specific investments tailor specifically for you. His expertise is in alternative investment options. He spends a tremendous amount of time & energy investigating & performing due diligence.Highly recommended!
Additional comments:What did you like best about your experience with the Firm?
The custom, individualized approach.
What did you like least about your experience with the Firm?
None