Individual needs span a spectrum of how much involvement, contact, and customization is required.
Therefore, we offer (2) distinct services:
I. Investment Management
Fees up to 0.65% per year.
II. Custom Financial Planning*
Fees up to 0.35% per year.
*Only available to Investment Management clients.
I. INVESTMENT MANAGEMENT:
(You can opt for one or both of our solutions.)
I. Managing Your Current Investments:
Should you have existing investments, it may be advisable to maintain those specific holdings or strategies for a variety of reasons. As such, we will help you to ensure that cost efficiencies are either maintained or improved upon when possible.
Included in this service is a risk assessment, performance monitoring/reporting, and access to a wide array of asset classes, portfolio managers, and financial products.
II. Peristyle Proprietary Model Portfolio:
We take full discretion to manage your assets in a diversified investment strategy comprised of our best ideas.
To do so, we allocate across a broad spectrum of asset classes while paying close attention to both fundamental market influences and trend/momentum based price metrics.
By design, the aim of this strategy is to offer responsible growth when markets are favorable and to potentially limit downside participation during prolonged economic downturns.
II. CUSTOM FINANCIAL
(Only available to Investment Management clients.)
Experience Financial Planning Focused on YOU.
Managing the totality of one's financial affairs can be daunting and time consuming. But you don't have to go it alone.
The Custom Financial Planning services offered by Peristyle begin with a focus on your needs, goals, and values.
You'll then receive ongoing guidance that is tailored specifically to your unique situation, even as it evolves.
This Helps to Answer Critical Questions like:
"Am I saving enough for retirement?
"Will my nest egg prevent me from running out of money?"
"How do I ensure that my CPA, Estate Planners, and other advisory relationships coordinate their guidance?"
"Am I making progress towards my goals?
Visit the "Client Types" page for more examples of who we can help, how we can help them, and the questions they may ask.
HOW WE CHARGE:
That is why Peristyle offers a "fee-only"
model for the majority of its services.
Under a fee-only model, Peristyle neither generates nor receives commissions based on trading activity or recommendations.
Instead, clients are charged a mutually agreed upon percentage fee based on the assets under Peristyle's advisement and the services selected.
Sample Annual Fee Schedule:
For example, if a client with $7,000,000 under advisement with Peristyle has opted for Investment Management services and Custom Financial Planning, then the total fee would be:
($5mm x 1.00% ) + ($2mm x 0.80%) = $66,000.
*Note: The above schedule is for illustrative purposes only. Actual percentage fees may be more or less than depicted above due to the unique circumstances of each client. However, agreed upon fees cannot be changed without full client consent.