How does the advisor help clients – Key Takeaways:
PERRY INVESTMENT MANAGEMENT, LLC is a trusted and experienced financial advisor that offers a range of services and expertise to clients. Below are the key takeaways of how this advisor helps its clients:
- Creates personalized financial plans
- Provides investment management and advice
- Offers guidance on retirement planning
- Assists with tax planning and strategies
- Provides education on financial literacy and goal setting
Facts and Insights
PERRY INVESTMENT MANAGEMENT, LLC has been in the financial industry for over 15 years and has built a strong reputation for delivering quality services to its clients. With a team of knowledgeable advisors, the company stays up-to-date with market trends and developments to provide valuable insights to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
PERRY INVESTMENT MANAGEMENT, LLC offers a comprehensive range of financial services to its clients. These include:
- Investment management and advice
- Retirement planning
- Tax planning
- Estate planning
- Education savings planning
Client Types
PERRY INVESTMENT MANAGEMENT, LLC caters to a diverse group of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
As a fee-only advisor, PERRY INVESTMENT MANAGEMENT, LLC charges a percentage of assets under management for its services. This means that the company does not receive any commissions or hidden fees from selling financial products. This arrangement ensures that the company’s interests are aligned with those of its clients.
Background
PERRY INVESTMENT MANAGEMENT, LLC was founded by John Perry, a seasoned financial expert with over 20 years of experience in the industry. John has a degree in finance and is also a certified financial planner (CFP). Under his leadership, the company has grown to become a trusted advisor for many individuals and businesses.
Financial Advisor Disclosures to Know
While PERRY INVESTMENT MANAGEMENT, LLC strives to provide transparent and ethical services, it’s important for clients to be aware of any potential conflicts of interest. Here are some key disclosures to know:
- The company is a registered investment advisor with the Securities and Exchange Commission (SEC)
- Some advisors may have relationships with third-party firms that offer products or services.
- Advisors may receive referral fees for recommending certain products or services.