James Perryman
James Perryman is a CFP-designated registered investment advisor at Perryman Financial Advisory, INC., based in Dallas, TX, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 452 clients with $800M 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 | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Location
12221 Merit Dr Ste 1660, Dallas, TX, 75251
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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 Activities
James is an investment committee member for the Ronald McDonald House of Dallas, overseeing their endowment's investment manager. He also provides oversight to property interactions for the Municipal Utility District 4 in Forney, TX; both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Perryman Financial Advisory, INC.
Perryman Securities, INC.Broker
Previous Registrations
Perryman Financial Advisory, INC.
State Registrations1 state
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.