Perritt Capital Management offers both discretionary and non-discretionary investment advisory services. Through Windgate Wealth Management, Perritt provides ongoing investment advisory relationships and financial planning. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, resulting in a written individualized case study. Perritt may invest in mutual funds, individual equities, bonds, and ETFs. Perritt also offers the Fi-Care Planning Program for employees of companies who want to support their employees' financial well-being.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is negotiable at Perritt's discretion.