Peregrine Investment Advisors offers discretionary investment advisory services to individuals, trusts, estates, high net worth individuals, charitable organizations, and corporations. Peregrine Investment Advisors does not provide financial planning, estate planning, or insurance planning services. However, they may offer limited consultation services on investment and non-investment related matters ancillary to investment management on an unsolicited basis.
Assets Under Management$370M
Clients86
Advisors3
Avg. per Client$4.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable and may be lower based on various factors, potentially leading to different fees for similarly situated clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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