Persium Advisors offers investment advice and consulting services to retirement plan sponsors and direct investment management services to individuals and families. For individuals, Persium helps identify investment goals, prepares financial plans, and creates portfolios based on risk tolerance. They also offer investment consulting services to monitor investments and meet financial objectives.
Assets Under Management$460M
Clients157
Advisors10
Avg. per Client$2.9M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
All fees are negotiable at Persium's sole discretion. For accounts over $5,000,000, Persium may move to a flat fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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