Perry Sikes is a CFP-designated registered investment advisor at Investor Resources INC, based in Bothell, WA, with 19 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 76 clients with $43M 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 | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Rates shown apply to the Global and Dynamic+ Portfolios. The IRI Select Portfolio is charged at a flat rate of 1.00% across all asset levels. Qualified retirement plan trustee support is charged at a separate tiered rate ranging from 0.25% to 0.90%.
Fee Estimator
Location
Bothell, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Employment History
Current Registrations
Investor Resources INC
State Registrations2 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.
Exams
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