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. 

Welcome

Initial Read

$225

This is the first step toward financial solidity.  We listen to you and draft the framework of a plan. Many have found that this framework is sufficient to get started.  For higher complexity situations, the framework is a launchpad and map of next steps. 

A Plan For yoU

$75/hour

This builds out the framework following your initial read. It will address your specific tax, family, and income situation. Perimeter will provide you with an estimate of time/cost  prior to starting work on your plan. 

 

Long-Term Oversight

A percentage of Assets

Annual Asset Management Fees range from 25 bps (1/4 of 1%)  to get you started with passive and or fixed income to as high as 2% for active management customized to your situation.  

Perimeter Investments
5551 S. Cedar St.
Littleton, CO 80120 
Hours 
Weekdays 8:00 AM to 3:00 PM and by appointment.
Weekends by appointment.
303-347-2884
© 2020 Perimeter Investments.  Some portions reprinted with permission from the Institute for Chartered Financial Analysts.