Perry Investment Management is an independent registered investment advisor founded by Brandon Perry, bringing sophisticated institutional investment strategies to individuals, families, and nonprofit organizations. The firm focuses on risk-controlled portfolio management built around a personalized Investment Policy Statement that accounts for each client's specific objectives, time horizon, and risk tolerance. In addition to investment management, Perry Investment Management assists clients with retirement planning, education funding, stock options and concentrated stock holdings, small business retirement plans, and handling major financial life events. The firm emphasizes a disciplined, continuous cycle of planning, implementing, and monitoring portfolios to help clients achieve their financial goals, while maintaining a commitment to putting clients' interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fees may vary from 0% to 2.00% based on account size. Fees and services are negotiable and may be waived at the firm's sole discretion.