What sets Perennial apart from other financial advising firms?


We offer a unique flat annual retainer fee structure billed quarterly in arrears. This approach replaces the traditional percentage-based AUM model and includes a comprehensive range of services such as financial planning, education planning, tax planning, and continuous monitoring of your financial goals.


While a conventional financial advisor might charge 1% of your AUM, which would amount to $15,000 per year for a $1,500,000 portfolio, our fee is typically lower than that amount and covers additional services beyond investment management.



Fee Range

$500,000 - $1,000,000

$5,000 - $10,000

$1,000,000 - $2,000,000

$10,000 - $16,000

$2,000,000 - $3,000,000

$16,000 - $23,000

$3,000,000 - $4,000,000

$23,000 - $28,000

$4,000,000 - $6,000,000

$28,000 - $39,000


Call for a quote

                 *Actual Fees may vary


We firmly believe that each client's financial situation is distinct, which is why we prioritize personal interaction. By engaging in meaningful conversations and understanding your specific needs, we can provide you with an accurate quote tailored to our collaborative work together.

In addition to our flat fee structure, we pride ourselves on being fee-only financial advisors. Fee-only means that our compensation solely comes from our clients and not from any external financial institutions. This ensures that our advice is always in your best interests -- reducing any potential conflicts.