Perennial Advisors Group provides wealth management services, including financial planning, consulting, and investment management. Perennial creates customized investment strategies using mutual funds and ETFs, and may also use individual stocks or bonds. Financial planning services cover areas like retirement, education, and charitable giving. Perennial is legally required to act in your best interest.
Fee Structure
Perennial Advisors Group offers wealth management services for a fee based on a percentage of the value of your portfolio, a flat percentage-based fee, or a flat annual fee. Some legacy clients pay up to $35,000 annually. Other clients are charged up to 1.5% of the value of their portfolio. Fees are negotiable based on factors like the amount of assets, type of portfolio, and complexity of the engagement. Fees are billed quarterly.
