Perpetual Financial refers clients to third-party money managers, assisting in the selection process and monitoring their performance. Gary Najarian, the owner, gathers information about your financial situation and recommends a suitable manager. Perpetual Financial offers programs through SEI, including the SEI Management Program and SIMCO Tax-Controlled Program. Perpetual Financial tailors its services to individual needs and goals.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Client accounts from one household may be consolidated to aggregate account values for fee calculations. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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