Perennial Advisors provides wealth advisory and investment management services to high net worth individuals, families, family offices, small businesses, and other organizations. Perennial offers customized financial planning, investment-related tax minimization strategies, and portfolio management services. Portfolio management is primarily provided on a discretionary basis.
Assets Under Management$760M
Clients123
Advisors4
Avg. per Client$6.2M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Perennial Advisors typically charges one annual fee based on a percentage of the value of your portfolio. The standard annual fee is 1.0%, but it may vary depending on the nature, circumstances, and amount of your investments. Perennial may also require a minimum annual fee if your investments do not meet a minimum threshold.
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