Peter Jalbert is a CFP-designated registered investment advisor at Crossroads Capital Management LLC, based in Marblehead, MA, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
Marblehead, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crossroads Capital Management LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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