Perryman Financial Advisory, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Perryman Financial Advisory is a registered investment advisory firm that offers portfolio management, financial planning, and retirement plan services. They help clients with investment management, estate planning, tax reduction strategies, and insurance planning. Portfolios can include stocks, bonds, ETFs, mutual funds, and alternative investments. They provide both discretionary and non-discretionary portfolio management.
Assets Under Management$800M
Clients452
Advisors8
Avg. per Client$1.8M
Avg. per Advisor$100M
www.billperryman.com ·www.facebook.com/perrymanfinancialadvisory ·www.linkedin.com/company/perryman-financial-adv...
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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