Peter Voss
Peter Voss is a registered investment advisor at Clearwave Capital, based in Upland, CA, with 41 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 314 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearwave Capital offers two investment management services:
- Comprehensive Portfolio Management: Includes asset management and financial planning or consulting. The annual fee will not exceed 2.00%.
- Asset Management: A portfolio is created consisting of various securities. The annual fee will not exceed 2.00%.
Fees are billed quarterly in advance and are negotiable. For accounts managed through American Funds, the advisory fee ranges from 0.25% to 1.00% annually, calculated and debited quarterly in arrears. These fees are non-negotiable. A $10 setup fee and a $10 annual fee also apply to these accounts.
Location
1425 West Foothill Blvd, Suite 120, Upland, CA, 91786
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells fixed insurance, including health insurance and employee group and individual benefits. This activity is investment-related and takes about half of Peter's time.
Employment History
Current Registrations
Clearwave Capital
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Washington Square Securities, INC.Broker
Washington Square Securities, INC.Broker
Nylife Securities INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.