Periope, LC, based in St. George, Utah, provides personalized investment advisory services. These include recommending third-party money managers and managing investment portfolios. Periope also offers pension consulting services to employee benefit plans. Periope does not take discretionary authority over client accounts, requiring client approval before executing any transactions. The firm primarily advises on ETFs and mutual funds.
Assets Under Management$180M
Clients628
Advisors3
Avg. per Client$280K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable. Administrative fees charged by SEI are separate and in addition to Periope's advisory fee. Total asset under management fees, when Periope's advisory fee is combined with SEI's advisory fee will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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