Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | N/A |
Fees are negotiable at our sole discretion. For accounts over $5,000,000, a flat fee schedule may be used.
Fee Estimator
Persium Advisors charges fees for retirement management and direct investment management services, billed quarterly in advance. A minimum portfolio size of $250,000 is generally required. Financial planning services are billed separately through a fixed fee arrangement, ranging from $1,000 to $10,000 per plan. Investment consulting services are offered for a negotiable flat fee, ranging from $24,000 to $50,000 per year.
Areas of Practice
Advisor Information
Office location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Raymond is a partner in Navix Holdings, LLC and Persium Group, LLC, and a committee member of Persium Fiduciary Services, LLC. He dedicates about half of his time to Persium Consulting, LLC, minimal time to Navix Holdings, LLC and a few hours per week to Persium Fiduciary Services, LLC.