Alan Perdue
Alan Perdue is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Denton, TX, with 7 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Denton, TX
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2010Criminal
July 1997Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities, LLC
Transamerica Investors Securities, LLCBroker
Previous Registrations
Robinhood Financial, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.