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How does the advisor help clients – Key Takeaways:
Perkins Capital Management Inc. offers a wide range of services to help clients reach their financial goals. This includes personalized investment strategies, financial planning, and ongoing portfolio management. The firm also provides access to a team of experienced advisors who can offer guidance and support.
Facts and Insights
Perkins Capital Management Inc. was founded in 2001 and has been in business for over 20 years. The firm has over $500 million in assets under management and a team of 10 advisors. With a focus on long-term growth and risk management, the firm has consistently delivered strong returns for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
Perkins Capital Management Inc. offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning. The firm also provides access to a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments.
Client Types
Perkins Capital Management Inc. serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm is also experienced in working with clients who have complex financial needs, such as blended families, multiple income streams, and charitable giving goals.
Fees & Compensation
Perkins Capital Management Inc. charges a fee based on a percentage of assets under management. This fee structure ensures that the firm is always aligned with the best interests of its clients and incentivized to provide strong returns. The firm may also charge a separate fee for financial planning services, depending on the client’s needs.
Background
Perkins Capital Management Inc. was founded by John Perkins, a seasoned financial advisor with over 30 years of experience. Mr. Perkins is a Certified Financial Planner (CFP) and holds multiple professional designations, including Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). He leads a team of skilled and knowledgeable advisors who are committed to providing exceptional service to clients.
Financial Advisor Disclosures to Know
Perkins Capital Management Inc. prides itself on transparency and discloses all potential conflicts of interest, fees, and compensation to clients. The firm also adheres to a strict code of ethics and takes the fiduciary responsibility to always act in the best interest of its clients. This means putting the client’s needs and goals first, above the firm’s profits.