PERSPECTIVE ADVISORS, LLC

RIASEC Registered

Total AUM

$34M

Discretionary

$34M

100% of AUM

Avg account

$96.5K

Accounts

353

Employees

Advisory reps

Firm details

Headquarters: BARTLESVILLE, Oklahoma
CRD number: 301811
Website: www.planwithperspective.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals59.78%
HNWI35.18%
Pooled Investment Vehicles3.61%
Pension & Profit Sharing Plans0.86%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Perspective Advisors, LLC is an independent, fee-based registered investment adviser operating as an LLC and serving both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles and institutional accounts. Its advisory model charges a percentage of assets under management and the firm is active as a sponsor/GP/managing member of pooled investment vehicles, indicating it both advises and directly manages at least one private fund. Public mutual funds form the bulk of the firm’s liquid allocations, while the firm also sources third-party alternative managers across private equity, hedge funds and real estate. Perspective Advisors does not identify as an active ESG investor in filings, and it appears to operate under a single-state registration profile. Its custodial relationship is concentrated with Charles Schwab & Co., Inc.