Perkins Financial (PFL) is a financial planning and investment management firm. PFL uses Voyager Capital Management (VCM) as its main investment manager, but may use others. PFL offers personalized investment management and financial planning to individuals and retirement plans. Advice includes financial objectives, problem identification, insurance review, investment management, education funding, retirement planning, and estate planning. PFL also sells life insurance and annuities.
Fee Structure
Perkins Financial uses Voyager Capital Management (VCM) to manage investments. The annual fee ranges from 1.00% to 1.10% of the value of your investments. Fees are lower for larger accounts. Perkins Financial receives a portion of the fees, between 0.60% and 0.75%. There is a $500 minimum annual fee. Fees are negotiable and may vary from client to client.