Persium Advisors offers investment management and financial consulting services to individual investors and retirement plan committees. Founded in 2004 and based in Atlanta, Georgia, the registered investment advisor builds customized portfolios using fundamental analysis, with options for model portfolios and third-party investment managers. For individuals and families, Persium Advisors creates financial plans covering retirement, budgeting, estate planning, and risk management. The firm also assists sponsors of qualified retirement plans with investment advice and fiduciary services. Persium Advisors operates on a fee-only basis and manages portfolios with a general minimum account size of $250,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $30.0M | 0.45% |
| $30.0M - $40.0M | 0.40% |
| $40M+ | 0.40% |
Fees are negotiable at the firm's discretion. Accounts with values between $5M and $10M may be charged a flat fee of $40,000; $10M to $20M is $60,000; $20M to $30M is $90,000; $30M to $40M is $120,000; and $40M and above are negotiated.