Michael Perini is a CFA-designated registered investment advisor at Perini Capital, based in Scottsdale, AZ, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perini Capital manages separately managed accounts (SMAs) and charges an annual management fee of 1.50% of the account's net asset value. In addition to the management fee, Perini Capital charges an incentive fee equal to 20% of the SMA's realized return less any net unrealized losses for the quarter. The management fee is paid quarterly in arrears.
Location
20551 N Pima Rd, Suite 200, Scottsdale, AZ, 85255
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Regulatory History (1)
Regulatory
May 2022Employment History
Current Registrations
Perini Capital
Previous Registrations
Securevest Financial GroupBroker
State Registrations2 states
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