RP
RP
Roger Perry
18 Years of Experience
Atlanta, GA
1 DisclosureBroker
Roger Perry is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 18 years of industry experience. Roger is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
303 Peachtree St, Ne, Fl 3, Atlanta, GA, 30308
Get directionsHistory
Regulatory History (1)
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Criminal
January 2003Final Disposition
Employment History
Current Registrations
Truist Advisory Services, INC.
September 2022 - Present · 4 yrs 1 mo
Truist Investment Services, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Truist Investment Services, INC.
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
December 2016 - September 2022 · 5 yrs 9 mos
Suntrust Investment Services, INC.
December 2016 - December 2016 · 0 mos
Truist Investment Services, INC.Broker
November 2016 - September 2022 · 5 yrs 10 mos
Woodbury Financial Services, INC.Broker
August 2015 - October 2015 · 2 mos
VALIC Financial Advisors, INC.Broker
August 2015 - October 2015 · 2 mos
Sagepoint Financial, INC.Broker
September 2012 - October 2015 · 3 yrs 1 mo
Royal Alliance Associates, INC.Broker
September 2012 - October 2015 · 3 yrs 1 mo
Fsc Securities Corporation
September 2009 - October 2015 · 6 yrs 1 mo
Fsc Securities CorporationBroker
August 2007 - October 2015 · 8 yrs 2 mos
State Registrations1 state
GA
AdvisorBrokerBoth
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.
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