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

First

conversation

$0.00

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

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

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

First Pass Plan

$225

flat fee

A deeper conversation defining how

 you can get the future you want.

Many find that this draft plan sufficient to get going. 

First Pass Recommendations for Insurance, Saving, Investments.

Let's build the path to your future!

Higher

Detailed plan and Implementation

$75/hour'

Lets put some details into your plan. 

How much income & how to get it. 

 

Want to avoid/minimize taxes?

Questions or issues with:

Estate

Insurance

Business Succession 

Group and individual retirement plans

Together we can make your future brighter.  

Long-Term Oversight

Your choice: hourly or a percent of assets.

$75/hour

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

Your money remains in your name and under your control.

Your questions answered

Progress Measurement

 

Plan Updates

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. 
View from Fire Tower

This is the view from the last working fire tower in Colorado. Visitors enter a time perimeter along with the various mountain and sky perimeters.