Brandon Perry is a CFP, ChFC-designated registered investment advisor at Perry Investment Management, LLC, based in Round Rock, TX, with 21 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 50 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perry Investment Management's annual advisory fees vary from 0% to 2.00% of the value of your portfolio. The specific fee is established in a written agreement. Fees are negotiable and may be waived at PIM's discretion.
Location
Round Rock, TX
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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.
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Current Registrations
Perry Investment Management, LLC
Previous Registrations
Alpha Capital Management
Ameriprise Financial Services, INC.
American Express Financial Advisors, 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.