Brandon Perlow is a CFP-designated registered investment advisor at Able Financial Group, LLC, based in Scottsdale, AZ, with 8 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 624 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ABLE Financial Group charges an annual fee based on a percentage of the value of your portfolio, billed quarterly in advance. The fee structure is tiered so that you pay a lower percentage as your portfolio grows:
- First $750,000 — 1.50% per year
- Next $750,000 to $1,500,000 — 1.25% per year
- Next $1,500,001 to $5,000,000 — 1.10% per year
- Next $5,000,001 to $15,000,000 — 1.00% per year
- Amounts over $15,001 — Negotiable
The firm generally requires a minimum account balance of $500,000 for comprehensive portfolio management.
Location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
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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 →Other Business Activities
Brandon is associated with Able Financial Group as a Registered Investment Advisor (RIA), dedicating full-time hours to this role, with 130 hours during trading hours.
Employment History
Current Registrations
Able Financial Group, LLC
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.
Exams
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