J. L. Perkins Wealth Management offers financial planning and consulting services, including investment, retirement, estate, charitable, and education planning. The firm also refers clients to third-party money managers for investment management. J. L. Perkins Wealth Management has co-advisory relationships with FTJ Fund Choice and AE Wealth Management, allowing access to model portfolios and managers.
Assets Under Management$130M
Clients317
Advisors2
Avg. per Client$420K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
J. L. Perkins Wealth Management does not directly manage client investments. Instead, the firm refers clients to third-party money managers. The total annual advisory fee for this service will not exceed 1.50%. A portion of this fee is paid to J. L. Perkins Wealth Management, as outlined in the third-party money manager's advisory agreement.
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