Jason Peroni
Jason Peroni is a CFP-designated registered investment advisor at Faith Investor Services, based in Charleston, SC, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 271 clients with $200M 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 $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable. Fees for not-for-profit and institutional clients are negotiable.
Fee Estimator
Location
Charleston, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Jason owns Dual Returns, a research newsletter, since 2010, dedicating a few hours per week. He is also an independent licensed insurance agent since 2001, selling life insurance, long-term care insurance, and fixed/indexed annuities.
Employment History
Current Registrations
Faith Investor Services
Previous Registrations
Retirement Specialty Group, INC.
Ambassador Advisors, LLC
Sevenoneseven Capital Management
Signal Research Group LLC
Faith-Based Investor, LLC
Values First Advisors, INC.
Ameriprise Financial Services, INC.
Linsco/private Ledger CORP.
CUNA Brokerage 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.