Frank Perri
Frank Perri is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Chandler, AZ, with 56 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
565 W Chandler Blvd Ste 218, Chandler, AZ, 85225-7537
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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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