Periscope Wealth Advisors designs custom investment portfolios tailored to each client's goals, risk tolerance, and financial situation. They use a combination of active and passive management, selecting investments such as ETFs, mutual funds, or individual securities. Periscope Wealth also offers financial and estate planning services, including plan development, implementation, and monitoring. They analyze client holdings and suggest adjustments.
Assets Under Management$1.1B
Clients1,094
Advisors6
Avg. per Client$970K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Periscope Wealth Advisors' fees for investment management services range from 0.45% to 1.50% per year, based on the value of your portfolio. Fees are determined on a case-by-case basis, considering the amount of work involved or future assets to be managed.
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