BC
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Beth Carrington

12 Years of Experience
Wayzata, MN

Beth Carrington is a registered investment advisor at Perceptive Edge Investment Management, INC., based in Wayzata, MN, with 12 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 89 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
89 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$454.7M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $1.5M0.70%
$1.5M - $2.0M0.60%
$2M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

15600 Wayzata Blvd., Suite 101, Wayzata, MN, 55391

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Perceptive Edge Investment Management, INC.
January 2014 - Present · 12 yrs 4 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
Beth Carrington - Financial Advisor | TrueAdvisor