Erin Redmond is a registered investment advisor at Perennial Financial Services, based in Los Angeles, CA, with 9 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin operates Ford Financial Group as a DBA for her LPL business since 2015. She also provides investment advisory services through Perennial Investment Advisors, LLC, and is involved with Redmond Financial, Inc. and CRF Financial, dedicating about a quarter of her time to Perennial Investment Advisors and minimal time to Redmond Financial, Inc.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ford Financial Group
State Registrations5 states
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