Perritt Capital Management INC

Fee-Only (% of Portfolio)Fixed/Hourly

Perritt Capital Management offers both discretionary and non-discretionary investment advisory services. Through Windgate Wealth Management, Perritt provides ongoing investment advisory relationships and financial planning. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, resulting in a written individualized case study. Perritt may invest in mutual funds, individual equities, bonds, and ETFs. Perritt also offers the Fi-Care Planning Program for employees of companies who want to support their employees' financial well-being.

Assets Under Management$280M
Clients122
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$93M

Fee Structure

Minimum Investment:$250K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fee is negotiable at Perritt's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

3 Advisors at this firm

Perritt Capital Management INC | TrueAdvisor