A.J. Perry & Company invests client assets in portfolios of no-load mutual funds, tailoring them to meet individual client objectives. To do this, A.J. Perry & Company needs to know the client's investment goals, which they learn from the client's financial information. The firm requires clients to open a custodial account with an institutional broker like Charles Schwab & Company and obtains authority to direct the custodian to make investment changes without prior consent.
Assets Under Management$110M
Clients97
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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