How does the advisor help clients – Key Takeaways:
In today’s complex financial landscape, having a trusted and knowledgeable advisor can make all the difference in achieving financial success. Perimeter Investments offers expert financial advice to help clients reach their financial goals.
Acting as a financial expert, Perimeter Investments provides clients with personalized financial plans tailored to their specific needs and goals. They offer a range of financial services including investment management, retirement planning, estate planning, and insurance solutions. Their team of experienced and qualified advisors guide clients through every step of the financial planning process, helping them make informed decisions to secure their financial future.
Facts and Insights:
Perimeter Investments has been in business for over 20 years, providing top-notch financial services to clients. With a team of over 100 advisors, they have the knowledge and expertise to guide clients through any financial situation. Their goal is to build long-term relationships with clients, providing ongoing support and guidance to help them achieve their financial goals.
As of 2021, Perimeter Investments manages over $5 billion in Assets Under Management (AUM). The following table provides a breakdown of their AUM, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 20+ years |
Financial Services Offered:
Perimeter Investments offers a wide range of financial services to meet the diverse needs of their clients. They specialize in investment management, providing clients with a comprehensive investment strategy tailored to their risk tolerance and financial goals. They also offer retirement planning services, helping clients create a plan to ensure a comfortable and secure retirement. Additionally, they provide estate planning and insurance solutions to protect and preserve clients’ wealth for future generations.
Client Types:
Perimeter Investments works with clients from all walks of life, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific requirements. Their experienced advisors have helped a diverse range of clients achieve financial success, and they continue to provide expert guidance to clients of all types.
Fees & Compensation:
At Perimeter Investments, transparency is key. They believe in being upfront and honest about their fees and compensation. They work on a fee-only basis, meaning they do not earn commissions on any products or services recommended to clients. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged by Perimeter Investments are based on a percentage of AUM, making their incentives aligned with those of their clients.
Background:
Perimeter Investments was founded in 2000 by financial experts with a passion for helping clients achieve their financial goals. They have grown from a small boutique firm to a leader in the financial industry, with over 20 years of experience. Their team of advisors has a diverse background and expertise, providing clients with a well-rounded and comprehensive financial plan.
Financial Advisor Disclosures to Know:
As a trusted financial expert, Perimeter Investments is committed to transparency and disclosure. They follow strict industry regulations and are registered with the Securities and Exchange Commission (SEC). They provide their clients with all the necessary information to make informed decisions about their financial future. Additionally, they have a team of compliance professionals dedicated to monitoring and ensuring their advisors’ ethical conduct.