S
SD Perron & Co. Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,797,864
Clients
14
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$128,419
About
SD Perron & Co. Investment Services, Inc. provides personalized, confidential financial planning and investment management, including asset management, consultations and hourly financial consulting. The firm’s brochure states it advises individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses.
Investment advice is delivered on a fee-only basis and the firm disclaims selling commissioned products; clients retain custodial control while the adviser may trade under a limited power of attorney. The firm describes a strategic, core-and-satellite approach that uses passive index funds and ETFs as core holdings, complemented by selectively chosen active funds, documented in client investment policy statements and reviewed at least quarterly.
The brochure notes a broader client mix than is typical for many independent advisers, including pension/profit-sharing plans, charitable organizations and corporate or business entities, and describes referral and third-party advisor arrangements. It also discloses participation with FOLIOfn and that the principal offers part‑time bookkeeping and computer-tutoring/web-design services to non‑advisory clients, which are ancillary activities called out in the disclosure.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
$150 per hour, negotiable
Account minimum: $25,000 Fee-only: Hourly consulting rate $150 per hour, negotiable; Investment advisory fees based on AUM tiers
Most active in
SD Perron & Co. Investment Services has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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