Top financial advisors in Madison, MS
We’ve curated a list of the best financial advisors in Madison, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$292,000,959
Number of advisors
4 advisors
| $292,000,959 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Madison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Madison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Peregrine Investment Advisors, LLC
Peregrine Investment Advisors, LLC is a registered investment adviser firm established in January 2010 in Mississippi. The firm offers discretionary investment advisory services to individuals, trusts, estates, high net worth individuals, charitable organizations, and corporations. Peregrine does not provide financial planning services and focuses solely on investment management. Clients can engage the firm on a fee-only basis, with annual fees ranging from 0.50% to 1.00% based on the market value of assets under management. The firm primarily allocates client assets among mutual funds, individual equities, and ETFs based on designated investment objectives. Peregrine does not participate in wrap fee programs and does not accept performance-based fees. The minimum asset level for investment advisory services is $500,000, but fees and minimums may be negotiable based on certain criteria. The firm does not provide legal, accounting, or insurance services but may recommend other professionals if requested by the client. Peregrine does not engage in client proxy voting and clients are responsible for directing proxy votes and other corporate actions related to their investments. Clients receive quarterly account statements and transaction confirmations directly from the custodian. The firm's Chief Compliance Officer, Kevin Anthony, is available to address any client inquiries regarding the disclosed information.
$292,000,959 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Madison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Madison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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