The Initial Consultation
The initial consultation is always no cost to you. The purpose of that meeting is to see if you fit within our style.
Services and Fees
Asset Management
Asset management is the professional, ongoing management of your investment portfolio. Perimeter Investments maintains a single portfolio — clients are invested the same way the firm invests its own assets. We do not build customized strategies for each individual; we manage one portfolio and you participate in it alongside us. For clients whose primary need is income rather than growth, we will structure a dedicated income account or refer you to a specialist better suited to that objective.
Fee Structure
| Account Balance | Annual Fee |
|---|---|
| Up to $1,000,000 | 1.00% |
| Balances above $1,000,000 | 0.75% (75 basis points) |
Personal Consulting and Advice
For clients who need tailored guidance on specific financial situations, we offer dedicated one-on-one consulting. Whether you need help building a comprehensive financial plan, evaluating a major life decision, or simply want a professional second opinion on your finances, we are here to provide clear, actionable advice.
Fee Structure
Hourly Rate: $75 per hour
Ready to talk?
A first conversation costs nothing and commits you to nothing. We will listen to where you are, what you have built, and what you need to protect.
Schedule a Conversation