Beth
Carrington

Perceptive Edge Investment Management, Inc

CRD#4511565
Investment Advisor
in Wayzata, MN

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About this Advisor

Beth Carrington is a financial advisor operating out of Wayzata, Minnesota with 9 years of industry experience. Carrington works at Perceptive Edge Investment Management, Inc. They have spent their complete time as a financial advisor at Perceptive Edge Investment Management, Inc. Carrington is able to work in Minnesota. Perceptive Edge Investment Management, Inc is a business based out of Wayzata, MN. It controls $428 million in total assets between its 189 customer accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 189 accounts, 29% are held by high-net-worth clients who have at least $1 million in assets. Perceptive Edge Investment Management, Inc performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of services offered. Fee types billed by Perceptive Edge Investment Management, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15600 Wayzata Blvd. Suite 101
Wayzata, MN 55391

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Perceptive Edge Investment Management, Inc Brokerage Details

Total Assets Under Management

$428,038,139

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

189

MN Average: 8,262
Average Account Size

$2,264,752

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Beth Carrington Work History

Beth has been registered as a financial advisor for 9 years.*

2002 - Present (22 years)

Perceptive Edge

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Beth Carrington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Perceptive Edge Investment Management, Inc

Brian Carrington
Wayzata, MN
Beth Carrington
Wayzata, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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