Mirretti Perryman Wealth Strategies, LLC

Mirretti Perryman Wealth Strategies, LLC is a registered investment adviser based in Skokie, IL, primarily owned by Timothy Christian Perryman and Dominic Steven Mirretti. The firm has been providing investment advisory services since 2022. They offer portfolio management services exclusively on a wrap fee basis, tailored to meet clients' needs and investment objectives. Clients can choose between risk-based and tax-advantaged model portfolios or multi-sleeve model portfolios. The firm may use third-party investment advisers on a sub-advised basis and receives a limited power of attorney for discretionary asset management. Clients have the right to impose reasonable investment restrictions and are reminded to inform the firm of any changes in financial circumstances or investment objectives. Fees are charged as a percentage of assets under management, with a fee schedule based on household assets. The firm does not engage in sales contests and conducts annual reviews of rollover transactions to ensure client interests are prioritized. The firm does not engage in principal trading and does not recommend securities in which it has a proprietary interest. Client accounts are reviewed at least annually, with more frequent reviews triggered by specific events. The firm does not receive economic benefits for client referrals and does not have financial conditions that would impair its ability to meet client commitments.