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 Pkwy, Suite 1230, Atlanta, GA, 30328
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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