The Perspective Group offers personalized financial planning, investment management, and tax preparation services to individuals, high-net-worth clients, and retirement plans. The firm designs custom portfolios and also offers automated investment programs. Clients receive ongoing support, portfolio monitoring, and strategic advice tailored to their financial goals. In addition to investment oversight, The Perspective Group provides specialized guidance in areas such as retirement planning, estate planning, tax optimization, and business succession.
Assets Under Management$230M
Clients297
Advisors2
Avg. per Client$760K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.15% |
| $100K - $250K | 1.10% |
| $250K - $750K | 1.00% |
| $750K - $1.3M | 0.95% |
| $750K - $10.0M | 0.60% |
| $1.3M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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