Perennial Investment Advisors offers investment advice and asset management to individuals and other clients. The firm creates tailored portfolios using stocks, bonds, exchange traded funds, and other investments. Perennial also provides standalone financial planning and consulting services covering areas like retirement, estate, tax, and education planning. The firm also offers retirement plan consulting services to employer plan sponsors.
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.