Perpetual Wealth Advisors is a registered investment advisor headquartered in Waxhaw, North Carolina, offering comprehensive financial planning, ongoing decision support, investment management, and tax preparation services. Founded in 2007 and led by Thomas Nardozzi, Perpetual Wealth Advisors focuses on helping individuals and couples align their financial resources with their long-term goals. The firm uses a disciplined, low-cost investment strategy primarily utilizing exchange-traded funds and mutual funds to build diversified portfolios tailored to each client's risk tolerance and return requirements. In addition to managing portfolios, Perpetual Wealth Advisors offers holistic financial planning covering retirement, taxes, estate planning, risk management, and employee benefits. The firm operates on a flat fee and percentage-of-portfolio basis, charging no commissions and maintaining no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.92% |
| $500K - $1.5M | 0.76% |
| $1.5M - $5.0M | 0.64% |
| $5.0M - $25.0M | 0.48% |
| $25M+ | 0.24% |
Fees may be negotiable based on promotions, anticipated future assets, account composition, and other criteria.