Perry Investment Management (PIM) is a registered investment advisor that acts in your best interest. PIM aims to provide individuals and nonprofits with sophisticated investment management. PIM works with clients to create an investment policy statement that focuses on investment objectives, time frame, and risk tolerance. Brandon Perry, CFA, CFP®, ChFC launched PIM in 2009.
Assets Under Management$24M
Clients50
Advisors1
Avg. per Client$470K
Avg. per Advisor$24M
Fee Structure
Perry Investment Management's annual advisory fees vary from 0% to 2.00% of the value of your portfolio. The specific fee is established in a written agreement. Fees are negotiable and may be waived at PIM's discretion.
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