Perissos Investment Management offers portfolio management services tailored to clients' needs, including discretionary authority to manage accounts. They also provide portfolio consulting services, sub-advisory management, and financial planning services covering various aspects like cash flow, retirement, and estate planning. Perissos may recommend investments in private funds for suitable clients. They also offer retirement plan consulting services to plan sponsors.
Assets Under Management$160M
Clients196
Advisors2
Avg. per Client$840K
Avg. per Advisor$82M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable. Legacy clients may have lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...