Advisor at Perry Investment Management, LLC
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Firm
Perry Investment Management, LLC
Location
Round Rock, TX
Credentials
CFP®, ChFC®, Series 66
Industry experience
21 years
Brandon Perry is a CFP® and ChFC® with 21 years of experience in financial advising. He has been the principal advisor at Perry Investment Management, LLC since 2009. The firm serves individual investors, nonprofit clients, and corporate pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. Perry Investment Management uses an institutional-style investment approach focused on risk control and diversified allocations, customizing portfolios to client objectives including socially responsible investment options upon request.
Based on Perry Investment Management, LLC
Based on Perry Investment Management, LLC
Financial planning fees range from $1,000 to $10,000, depending on complexity and number of planning areas covered; fees paid 50% in advance and balance upon presentation; negotiable
0% to 2.00% annually, negotiable by account size
$200 per hour for consulting services for non-profits or pension plans, negotiable
Fee-only: Fee-only registered investment advisor
Round Rock, TX
Texas
Perry Investment Management, LLC
2009 - Present (17 years)
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