Perspective Wealth Partners offers investment advice and creates tailored portfolios based on each client's goals and risk tolerance. They analyze existing investments, select new ones, and monitor performance. While they no longer offer standalone financial planning, they provide advice and referrals in areas like estate planning and tax planning as part of their investment management services.
Assets Under Management$840M
Clients291
Advisors9
Avg. per Client$2.9M
Avg. per Advisor$94M
www.perspectivewealth.com ·www.linkedin.com/company/perspective-wealth-par... ·onmoneyandmeaning.substack.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $12.0M | 0.35% |
| $12.0M - $24.0M | 0.25% |
| $24M+ | 0.15% |
Education Plan Assets held in State 529 Plan Account(s) and Donor Advised Fund Assets (if applicable) are charged a flat rate of 0.25%. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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