Persium Advisors, LLC
Assets Under Management
$456.3M
Number of Clients
157
Number of Advisors
9
Average Client AUM
$2.9M
AUM per Advisor
$50.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Persium Advisors provides investment advice and consulting services to retirement plans and direct investment management services to individuals. They also offer investment consulting and financial planning services on a separate fee basis. The firm utilizes fundamental analysis in its investment strategies.
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
Location
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328