The Perspective Group

RIASEC RegisteredEst. 2020

Total AUM

$225M

Discretionary

$225M

100% of AUM

Avg account

$406K

Accounts

554

Employees

Advisory reps

Firm details

Headquarters: Lawrence, Kansas
CRD number: 175294
Registered since: October 6, 2020
Website: theperspectivegroup.com
Custodians: LPL FINANCIAL LLC, LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.84%
Individuals34.21%
Charitable Organizations0.65%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

The Perspective Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. Ownership is held by an individual principal. The firm serves both individual and family clients as well as some institutional relationships, and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Compensation comes through a combination of asset-based fees, hourly charges and fixed fees. The firm lists “other financial product salesperson” among its business activities and reports an industry affiliation with accounting professionals. The Perspective Group identifies as an active ESG investor and appears to integrate those considerations into its advisory work.