Perkins Wealth Advantage manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, retirement planning, and tax planning strategies. Financial planning is offered as an ongoing service or as a one-time project.
Assets Under Management$100M
Clients56
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$100M
www.facebook.com/perkinswealthadvantage ·www.linkedin.com/company/perkins-wealth-advanta... ·www.perkinswa.com
Fee Structure
Minimum Investment:$600K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable above $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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