Michael
Perkins

Ridgeline Wealth Advisors, LLC

CRD#4248817
Investment Advisor
in Raleigh, NC

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About this Advisor

Michael Perkins is a financial advisor based in Raleigh, North Carolina, working with Ridgeline Wealth Advisors, LLC. Michael has previously held positions at Perkins, Lund, Collar & Associates, Penn Mutual Life Ins Co, Envision Wealth Planning, and Ridgeline Wealth Advisors, LLC (formerly known as Plc Wealth Management). Michael has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Michael is part of Ridgeline Wealth Advisors, LLC, which operates out of Raleigh, North Carolina. The firm has 4 employees and manages assets totaling $117.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ridgeline Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 66, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7500 Six Forks Rd, Suite 100
Raleigh, NC 27615

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Ridgeline Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$117,692,225

NC Average: $3,625,019,099
Total Number of Employees

4

NC Average: 22
Total Number of Accounts

171

NC Average: 1,917
Average Account Size

$688,259

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Perkins Work History

2016 - Present (9 years)

Ridgeline Wealth Advisors, LLC (F.K.A. Plc Wealth Management)

2007 - Present (18 years)

Penn Mutual Life Ins Co

1990 - Present (35 years)

Perkins, Lund, Collar & Associates

2014 - 2016 (2 years)

Envision Wealth Planning

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Perkins 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 Ridgeline Wealth Advisors, LLC

Michael Zeblo
Raleigh, NC
Joshua Self
Raleigh, NC
Michael Perkins
Raleigh, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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