Financial Advisor asked Perry why he has chosen this particular time to go independent by joining Crewe Advisors as a partner, and not sooner.
“The wealth management industry has continued to evolve to support independent advisors,” he said in the email. “The support advisors get from custodians and technology providers has made it possible to be a true independent, fiduciary advisor without compromising access to solutions for clients. I made the move to Crewe Advisors for the opportunity to serve clients in a truly objective manner and to be surrounded by oustanding, like-minded professionals. The client-first cluture and talent at Crewe is special and I could not be more excited to be a part of the organization.”
Founded in Salt Lake City in 2015, Crewe Advisors is a multifamily office operating as a fee-based independent SEC registered investment advisor with over $1 billion in client assets.