The Perspective Group provides financial planning and investment management services. They offer three pathways: Advanced Planning (hourly fee for financial planning), Investment Management (percentage of assets for portfolio management), and Guided Wealth Portfolios (algorithm-based investment program). They also offer tax preparation services for investment management clients. Investment strategies are tailored to individual client needs.
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% |
| $1.3M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $20.0M | 0.40% |
| $20M+ | Included |
Fees for assets over $20,000,001 are custom.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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