Laree Perez
Laree Perez is a registered investment advisor at Deroy & Devereaux Private Investment Counsel, INC., based in Bloomfield Hills, MI, with 16 years of industry experience. Laree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 158 clients with $2.6B 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 - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for All Cap Value and Balanced strategies. Smid Cap Value: 1.0% on the first $10M, 0.80% on the next $15M, 0.65% on the next $25M, negotiable thereafter. Fixed Income: 0.40% on the first $5M, 0.35% on the next $5M, 0.30% on the next $15M, 0.25% thereafter. Fees are negotiable.
Fee Estimator
Location
40705 Woodward Avenue, Suite 150, Bloomfield Hills, MI, 48304
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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
Laree serves on the board of directors and two committees for Martin Marietta, dedicating minimal time to this role. She is also the managing partner of several LLCs created for personal liability purposes that own real estate, but she has no duties and devotes no time to these LLCs.
Employment History
Current Registrations
Deroy & Devereaux Private Investment Counsel, INC.
Previous Registrations
Loomis, Sayles & Company, L.P.
State Registrations3 states
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