Richard Perkins is a CFA-designated registered investment advisor at Perkins Capital Management INC, based in Wayzata, MN. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 140 clients with $130M 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 | 1.50% |
| $500K+ | 1.00% |
Accounts under $250,000 may be charged 2% per year. Fees are negotiable depending upon size of account, number of accounts, and client servicing needs.
Fee Estimator
Location
730 Lake Street East, Wayzata, MN, 55391-1769
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Perkins Capital Management INC
State Registrations1 state
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