Colin Perry is a registered investment advisor at Pr Wealth Management Group, based in East Moline, IL. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 460 clients with $160M 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 $500K | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
For portfolios with 70% or greater bond allocation, the annual management fee shall be no greater than 0.75%. Fees for Qualified Plan Services (401(k) Services), the annual management fee shall be no greater than 0.75%. These fees are negotiable to include but not limited to a tiered fee schedule. The maximum fee for accounts under $250,000 will be 1.60% annually.
Fee Estimator
Location
990 Avenue of the Cities, Suite 4, East Moline, IL, 61244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pr Wealth Management Group
State Registrations2 states
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