Assets Under Management
$456.3M
Number of Clients
157
Number of Advisors
9
Average Client AUM
$2.9M
AUM per Advisor
$50.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Persium Advisors provides investment advice and consulting services to retirement plans and direct investment management services to individuals. They work with clients to identify investment goals, risk tolerance, and create a financial plan. They also offer financial planning services on a separate fee basis.
| Assets Under Management | 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% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion. For accounts over $5,000,000, they may move to a flat fee schedule.
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328