Pereon Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Pereon Wealth creates customized investment portfolios using low-cost, diversified mutual funds and ETFs, and may also use individual stocks, bonds, and other investments. Financial planning services cover investment planning, retirement planning, education savings, and insurance needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150M+ | 0.40% |
Fees may be negotiable at the sole discretion of Pereon Wealth. The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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