Perkins Capital Management INC
Assets Under Management
$127.2M
Number of Clients
140
Number of Advisors
N/A
Avg. Portfolio per Client
$909K
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Perkins Capital Management provides investment advisory and supervisory services. The firm manages equity and balanced accounts, tailoring investment strategies to client objectives. Perkins Capital Management focuses on companies undergoing positive change and seeks maximum income consistent with high-quality investments for fixed income. The firm does not provide financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable depending upon size of account, number of accounts, and client servicing needs. Accounts under $250,000 may be charged at the rate of 2% per year.
Fee Estimator
Areas of Practice
Location
730 Lake Street East, Wayzata, MN, 55391-1769