Timothy Perryman
Timothy Perryman is a CFP-designated registered investment advisor at Mirretti Perryman Wealth Strategies, LLC, based in Skokie, IL, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 178 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mirretti Perryman Wealth Strategies offers investment management exclusively through a bundled wrap fee program where brokerage and transaction costs are included in a single asset-based fee. Specific percentage fee schedules and tiers are detailed in the firm's separate Wrap Fee Program Brochure.
Clients with at least $500,000 in managed assets receive a basic financial plan at no additional cost.
Location
4711 Golf Road, Suite 402, Skokie, IL, 60076
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an independent insurance agent.
Employment History
Current Registrations
Mirretti Perryman Wealth Strategies, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
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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