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Brian Carrington

Advisor at Perceptive Edge Investment Management, Inc.

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Perceptive Edge Investment Management, Inc. logo

Firm

Perceptive Edge Investment Management, Inc.

Location

Wayzata, MN 55391

Credentials

Series 65

Industry experience

12 years

About

Brian Carrington is a Series 65-licensed financial advisor with Perceptive Edge Investment Management, Inc. in Wayzata, MN, where he has worked since 2002, accumulating 24 years with the firm and 12 years of industry experience overall. Perceptive Edge serves a diverse client base including institutional and individual clients such as pension plans, trusts, and charitable organizations. The firm uses a combination of quantitative and qualitative analysis to create long-term strategic allocations and select investment managers, with a notable focus on non-discretionary, consultative portfolio management.

Client services

Based on Perceptive Edge Investment Management, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Perceptive Edge Investment Management, Inc.

Wealth management

Fee options

Fixed

Fixed fees charged for project-based consulting services, determined by scope and complexity.

Percentage

$0 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.60% $2,000,001+: 0.50%

Project-based

$200 to $400 per hour depending on scope and complexity.

Other

Account minimum: $1,000,000 Fee-only: Retainer fees typically range from $10,000 to $80,000 per year for non-discretionary consulting services.

Location

15600 Wayzata Blvd., Suite 101

Wayzata, MN 55391

Most active in

Minnesota

Work history

Perceptive Edge

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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