Perpetual Capital Advisors

Perpetual Capital Advisors at a glance

• One of 56 fee-only firms based in Nevada in the Wellspent graph.
• 1 advisor is listed here.
• Its Form ADV reports 1 employee and 111 individual clients, 12 of them high net worth.
• Its average account is about $87,000 (assets it manages divided by its 294 accounts).

Fee-only advisors in Nevada · What fee-only advisors charge in Nevada

Facts

Perpetual Capital Advisors fees

Perpetual Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Dylan Locke

Other fee-only firms in Reno

• RB Capital Management
• RSW Wealth Management
• Schultz Financial Group, Inc.
• Sensible Portfolios
• Sierra Management Group
• Vantage Wealth Planning
• Western Level Advisors
• Advowealth Advisors

Fee-only advisors in Nevada