When it Comes to Protecting Wealth
We Offer (2) Services w/Radical Transparency:
I. Investment Management
(max fee up to 0.85% per year)
II. Custom Financial Planning*
(max fee up to 0.15% per year)
*Only available to Investment Management clients*
Many firms talk about "transparency" on their websites. Yet, ironically, most require you to contact them directly to learn how much they charge for their services.
See below exactly how we operate with (2) core services that are fairly priced with a sliding cost structure posted directly at the bottom of this page.
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 solutions.
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 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.
Tailored 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.
We Help Answer 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?"
"What are prudent ways to ensure that my financial legacy passes to my heirs in a manner that can protect them from creditors, legal judgements, or the possibility of a future divorce?"
The above list of questions are just the beginning, because solving for these and other related issues can be the best way to protect wealth in keeping with your discerning intentions.
Settling for less can only yield suboptimal outcomes for you and/or your family.
HOW WE CHARGE:
That is why Peristyle offers a "fee-only" model for the majority of its services and posts these fees for the world to see.
Under a fee-only model, Peristyle neither generates nor receives commissions based on trading activity, recommendations, or asset allocation.
Instead, clients are charged a mutually agreed upon percentage fee based on the assets under Peristyle's advisement and the services selected.