Perkins Capital Management offers investment advisory services, managing equity and balanced portfolios. The firm focuses on identifying companies undergoing positive change and seeks high-quality fixed income investments for balanced accounts. Perkins Capital Management does not provide financial planning. The firm aims to generate positive real returns for clients over the long term.
Assets Under Management$130M
Clients140
Advisors1
Avg. per Client$910K
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Accounts under $250,000 may be charged 2% per year. Fees are negotiable depending upon size of account, number of accounts, and client servicing needs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...