Perry Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,000,000
Total clients
50
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$540,000
About
Perry Investment Management serves individual investors and nonprofit clients and also advises corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm provides discretionary portfolio management, financial planning, retirement-plan assistance, and consulting services for nonprofit and pension plans.
The firm applies an IPS-driven, institutional-style investment process that emphasizes risk control and position-size management, using diversified allocations to stocks, bonds, mutual funds, ETFs and, when appropriate, commodities or hedge-fund strategies. Portfolios are customized to client objectives and can include socially responsible investment screens on request, with ongoing monitoring and periodic formal performance reviews.
As a solo, fee-only registered advisor, Perry Investment Management is notable for translating large-institution investment practices to smaller individual and nonprofit clients and for offering pension-plan consulting — services that are relatively uncommon among independent single-advisor firms. The adviser also relies on institutional custody and trading relationships and third‑party research sources to support its investment decision-making.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Perry Investment Management, LLC
Round Rock TX, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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