Perpetual Capital Advisors is a registered investment advisor offering both discretionary and non-discretionary portfolio management services. They tailor investment advice to meet individual client needs, considering risk tolerance and financial objectives. They may use model portfolios from an unaffiliated manager. Perpetual Capital Advisors also provides financial planning and consulting services, advising on various financial topics and creating written plans to help clients achieve their goals. Pension consulting services are also available to employee benefit plans.
Assets Under Management$26M
Clients114
Advisors1
Avg. per Client$220K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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