Persium Advisors, LLC

SEC-regulated
Registered investment advisor
Persium Advisors, LLC is a registered investment advisor based in Atlanta, GA, established in 2004. The firm specializes in serving retirement plan committees and individual investors, managing approximately $456.3 million in client assets and providing consulting advice for pension and investment assets. They offer retirement management services with different service levels and investment consulting services for individuals and families. Persium Advisors utilizes fundamental analysis for investment selection and offers long-term and short-term investment strategies. The firm operates on a fee-only basis, charging fees quarterly in advance based on the value of assets. The minimum initial investment required is $250,000, and fees are negotiable. Persium Advisors acts as a fiduciary, placing clients' interests first and does not charge performance-based fees. The firm does not act as a qualified custodian for client accounts and offers discretionary investment services. Clients are encouraged to review account statements and are contacted regularly for reviews. Persium Advisors has a Code of Ethics in place and does not engage in proxy voting for client securities.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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