Nicholas Perrine is a CFP-designated registered investment advisor at Graves Light Lenhart, based in Harrisonburg, VA, with 1 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 408 clients with $1.1B 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 | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $12.5M | 0.50% |
| $12.5M+ | 0.35% |
GLL may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
100 South Mason Street, Suite C, Harrisonburg, VA, 22801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Nicholas is the Immediate Past Chair of the Blue Ridge Area Food Bank, dedicating minimal time to board and committee meetings. He is also a former partner at PBMares LLP, an accounting and wealth management firm, and is currently in the partner payout phase with no active duties.
Employment History
Current Registrations
Graves Light Lenhart
State Registrations2 states
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