Dexter Perry
Dexter Perry is a CFP-designated registered investment advisor at One Providence Capital, LLC, based in Apex, NC, with 20 years of industry experience. Dexter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 96 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Apex, NC
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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
Dexter is a Managing Principal at The Providence Group of NC, LLC and has a life/health insurance license, selling fixed insurance products, dedicating about 10-20% of his time. Dexter also serves as a Director for First Bank & First Bancorp, Inc., spending a few hours per week on monitoring and governing bank policies.
Employment History
Current Registrations
One Providence Capital, LLC
Previous Registrations
One Providence Capital
A&b Asset Management Services, INC.
State Registrations3 states
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.