The Perspective Group
Lawrence, Kansas
The Perspective Group, based out of Lawrence, KS, is a distinguished investment advisory firm with a reputation for excellence in managing client assets. With over 210 individual clients and a remarkable $133,973,000 in assets under management, they have firmly established themselves as a trusted partner in the financial industry. Boasting a strong presence in the Lawrence area, The Perspective Group operates from a single office, serving both employer 401Ks and individuals alike. Their deep expertise in managing discretionary assets is reflected in the fact that 91% of the assets they handle fall under this category. This speci...
See more
Loading...

Assets Under Mgmt

$133.97M

Investment Professionals

2

Locations

0

% 401K & Individual

34%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other Business Activities
Other Financial product salesperson
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.