Andrew Perri
Andrew Perri is a registered investment advisor at Pinnacle Wealth Management, INC., based in Brighton, MI, with 29 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 340 clients with $120M 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 $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
7600 Grand River, Suite 220, Brighton, MI, 48114
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2020Employment Separation After Allegations
November 2007Other Business ActivitiesSells Insurance
Andrew owns and runs a securities business through Pinnacle Wealth Management, Inc., and an RIA business through Pinnacle Wealth Management Partners, Inc. He also owns Pinnacle Tax Advisory LLC, where he prepares taxes and provides tax planning services, and is a senior representative with Stryde Savings Solutions. Pinnacle Wealth Management, Inc also involves insurance activities.
Employment History
Current Registrations
Pinnacle Wealth Management, INC.
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Sigma Financial CorporationBroker
Legacy Financial Services, INC.Broker
Fsc Securities CorporationBroker
Locust Street Securities, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.