Perimeter Investments

• We are here to help you simplify your assets and financial plans.

• Registered in Colorado since 2017.

• 38 years of fiduciary experience.

• Below market, hourly, flat, and asset-based fees.

• You are the only one who pays us.

• No charge for first visits or questions. 

First

conversation

$0.00

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You speak, we listen, and learn about you, your situation, and where you wish to go.

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Following our introduction, you will receive an outline of what you have now and how it fits with your desires. 

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We have at least one more conversation to discuss next steps.

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First Pass Plan

$225

flat fee

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A deeper conversation defining how

 you can get the future you want.

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Many find that this draft plan sufficient to get going. 

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First Pass Recommendations for Insurance, Saving, Investments.

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Let's build the path to your future!

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Higher

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Detailed plan and Implementation

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$75/hour'

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Lets put some details into your plan. 

How much income & how to get it. 

Want to avoid/minimize taxes?

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Questions or issues with:

Estate

Insurance

Business Succession 

Group and individual retirement plans

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Together we can make your future brighter.  

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Long-Term Oversight

Your choice: hourly or a percent of assets.

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$75/hour

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25bp (1/4 of 1%) up to 2% asset based cost

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Your money remains in your name and under your control.

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Your questions answered​

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Progress Measurement

Plan Updates