Perry Long is a CFA-designated registered investment advisor at Truist Advisory Services, INC., based in Fort Lauderdale, FL, with 7 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
515 E Las Olas Blvd, Fl 7, Fort Lauderdale, FL, 33301
Get directionsHistory
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
Perry owns a rental townhouse with his wife since 2019, requiring minimal time. He also works as an instructor at the Florida Wealth Management and Trust School, teaching a one-week program every July, also requiring minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
State Registrations1 state
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
More Advisors
- Jeffrey Oliverio, CFPTruist Advisory Services, INC.
- Joel Goren, CFPTruist Advisory Services, INC.
- Philip Verde, CFPTruist Advisory Services, INC.
- Arthur Faren, CFP, PFSTruist Advisory Services, INC.
- William GambleTruist Advisory Services, INC.
- John Flynn, CFPWells Fargo Advisors