Perspective Wealth Management fees and pricing
Financial planner in Hunt Valley, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 9, 2026, Perspective Wealth Management charges a quarterly fee of $300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $300/qtr
“We charge a minimum quarterly fee of $300 per client on managed accounts.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Perspective Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for our portfolio management services are charged based on a percentage of assets under management, billed in advance (at the start of the billing period) on a quarterly calendar basis.”
- “Our fee is paid in advance in four equal quarterly payments (on or about April 1, July 1, October 1, and January 1).”
About Perspective Wealth Management
- Principal: Eli Adams
- Firm size: 6 employees.
- Registered as an adviser: 1989 (37 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $300 minimum fee (stated in brochure)
- Clients
- 264
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $594,970,561
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 104619
- Phone
- (410) 584-8100
Can advise clients in 7 states: Delaware, Florida, Maryland, New Jersey, Pennsylvania, Texas, Virginia
Other planners in Hunt Valley that publish fees
- Bay Harbor Wealth Management, LLCHunt Valley$500/hr, $500-$10,000
- Cornerstone AdvisoryHunt Valley$250/hr, $2,500-$10,000
- Financial ConsulateHunt Valley$200/hr, $5,000
- Opulentia, LLCHunt Valley$450/hr, $3,000-$15,000
- Verdence Capital Advisors, LLCHunt Valley$250-$500/hr, $5,000-$100,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.