Dylan Locke
Dylan Locke is a registered investment advisor at Perpetual Capital Advisors, LLC, based in Reno, NV, with 11 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 114 clients with $26M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Reno, NV
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2022Other Business Activities
Dylan is the treasurer for Entrepreneur Nevada and the secretary/historian for Northern Nevada Human Resources Administration, both charitable organizations, dedicating minimal time to each. Dylan is also a manager of DA Holdings, LLC, a real estate holding company, but spends no time on it.
Employment History
Current Registrations
Perpetual Capital Advisors, LLC
Previous Registrations
Cwm, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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.