Chris Perry
Advisor at CJ Perry Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CJ Perry Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CJ Perry Financial
Location
Berywn, PA
Credentials
CFP®, CFA®, RICP®
Industry experience
3 years
My firm, CJ Perry Financial, provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns.
We have two primary advisory service offerings:
1) Wealth Management Services Includes Investment Management Services and Comprehensive Financial Planning.
2)Project-Based Financial Planning As a one-time engagement. Here we assess aspects of your financial life, determine goals, and provide you with a financial plan to address those goals.
As part of our Wealth Management offering, Investment Management Services includes appropriate asset allocation, security selection, rebalancing, tax considerations, and ongoing maintenance.
Comprehensive Financial Planning involves helping you identify your financial and life goals and developing a plan to address those goals. This may include cash flow analysis, debt management and budgeting, Social Security claiming strategies, health care planning, estate and tax management, risk management, and retirement transitioning.
Based on CJ Perry Financial
Assets Under Management Annual Advisory Fee $0 - $1,000,000 1.00% $1,000,001 - $2,000,000 0.85% $2,000,001 - $5,000,000 0.70% $5,000,001 - $10,000,000 0.55% $10,000,001 and Above 0.40%
We charge a fixed fee for Project-Based Financial Planning. Fixed fee rates range from $500 to $5,000. The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.
Fees are negotiable.
Berywn, PA
Pennsylvania
CJ Perry Financial, LLC
2024 - Present (2 years)
Villanova University
2023 - Present (3 years)
BLB&B Advisors, LLC
2021 - 2023 (2 years)
1919 Investment Counsel
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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