The Perspective Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$173,993,924
Total clients
305
30% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
153
Average account size
$570,472
Client services
Fee options
Flat fees generally range from $500 to $5,000, may exceed $5,000 depending on complexity
$0 - $100,000: 1.15% $100,001 - $250,000: 1.10% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.95% $1,250,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60% $10,000,001 - $12,500,000: 0.50% $12,500,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Custom
$325/hour for lead CFP professionals; $250/hour for CFP and CPA professionals; $175/hour for analysis and administrative work
Fee-only: Hourly consulting rates from $175 to $325 per hour depending on professional level; fixed/flat fees from $500 to $5,000 or more
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
The Perspective Group
900 Massachusetts Street, Suite 602
Lawrence KS 66044, United States
Number of offices
1
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