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. 

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. 

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A Plan For yoU

$75/hour

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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

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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.