Perry Cabean
Perry Cabean is a registered investment advisor at Grand Street Capital Management, L.L.C., based in Winston Salem, NC, with 7 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $7.5M 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 $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for amounts over $25 million. Schedule shown is for equity assets. Fixed income assets: First $5M: 0.65%, Next $20M: 0.45%, Over $25M: Negotiable. Allocation assets: First $1M: 1.10%, Next $5M: 0.85%, Over $6M: Negotiable.
Fee Estimator
Location
1008 Brookstown Avenue, Suite C-6, Winston Salem, NC, 27101
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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 →Employment History
Current Registrations
Grand Street Capital Management, L.L.C.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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