Perry D. Reed & Company, P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Perry D. Reed & Company, P.C. is a certified public accounting firm that provides tax consulting, tax planning, and comprehensive tax preparation and filing for businesses and individual clients. When clients need investment services the firm acts as an introducer, referring needs such as trusts, estates, investment companies, senior-adult care matters, and pension plans to third-party broker-dealers.
The firm is registered as an investment adviser restricted to solicitor activities and does not provide portfolio management, custody, discretionary authority, or account review for referred clients. Instead it participates in referral programs with firms such as Stifel, Wells Fargo Advisors, and Morgan Stanley, receiving a share of the fees those firms charge; the firm itself does not use percentage-of-assets-under-management fee billing.
This practice is notable for being a solo-practitioner CPA practice that devotes virtually all of its time to public accounting (reported as 99.99%) and maintains its investment-adviser registration solely to introduce clients to broker-dealers. Compared with many supported advisers, it does not offer direct individual portfolio management or typical AUM-based billing, relying instead on fee-sharing referral arrangements for client investment needs.
Client services
Fee options
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Main office
1223 Judson Road
Longview TX 75601
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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