Barbara Perrault
Barbara Perrault is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Duluth, MN, with 19 years of industry experience. Barbara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
11 E. Superior Street, Suite 500, Duluth, MN, 55802
Get directionsHistory
Regulatory History (2)
Criminal
December 1992Criminal
March 1988Other Business Activities
Barbara works as a Registered Client Service Manager at Ascential Wealth Advisors, dedicating about half of her time to this role. Barbara also manages rental real estate, spending a few hours per week on tasks such as rent collection and lease preparation.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
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.
Exams
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