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, Retirement Planning. Their firm serves 92 clients with $50M 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% |
The IRI Select Portfolio has a flat fee of 1.00%/year. The Global, Dynamic, Global+, and Dynamic+ Portfolios have tiered fees as described above. Fees may be reduced or waived at Investor Resources' discretion.
Fee Estimator
Location
22722 29th Drive Se, Suite 100, Bothell, WA, 98021
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Regulatory History (1)
Customer Dispute
February 2019Employment History
Current Registrations
Investor Resources INC
State Registrations2 states
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