Periscope Wealth Advisors designs customized investment portfolios tailored to each client using personal information such as goals, time horizon, risk tolerance, and Modern Portfolio Theory. The firm combines active and passive management, utilizing exchange-traded funds, mutual funds, and individual securities. In addition to investment management, Periscope Wealth Advisors offers financial and estate planning services, including creating comprehensive financial plans, reviewing previously prepared plans, and providing portfolio research and asset allocation services. The firm operates independently and requires clients to maintain their assets with a designated custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.45% to 1.50% per year and are determined on a case-by-case basis. All investment advisory fees are negotiable.