Herbert Perlin
Herbert Perlin is a ChFC-designated registered investment advisor at Horter Investment Management, LLC, based in Virginia Beach, VA, with 43 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.
Fee Estimator
Location
372 S. Independence Blvd, Suite 107, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Herbert is the owner of Perlin Rossen & Associates DBA Perlin Retirement Solutions, LLC, providing security solutions and selling insurance products. He dedicates full-time hours to this investment-related business, including during securities trading hours.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Investors Security Company, INC.Broker
Investors Security Company, INC.Broker
Walnut Street Securities, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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