Kevin Anthony is a registered investment advisor at Peregrine Investment Advisors, LLC, based in Madison, MS, with 6 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 86 clients with $370M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable and may be lower based on various factors, potentially leading to different fees for similarly situated clients.
Fee Estimator
Location
801 Baptist Drive, Suite 200, Madison, MS, 39110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Peregrine Investment Advisors, LLC
State Registrations3 states
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