Perimeter Investments

Fee-Only (% of Portfolio)

Perimeter Investments is an asset management firm specializing in managing investments for individuals, institutions, and businesses. They manage accounts on a discretionary basis, primarily investing in publicly traded stocks, bonds, mutual funds, and ETFs. Perimeter's investment strategy focuses on identifying value extremes and changes in businesses, using earnings and cash flow metrics. They may recommend other professionals if needed, but clients are free to choose their own.

Assets Under Management$5.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The advisory fee for customers paying on a percentage of assets will never exceed 2.00%. Fees vary for a number of reasons and may be negotiable.

Fee Estimator
Your Portfolio Value
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Location

1 Advisors at this firm

Perimeter Investments | TrueAdvisor