Peter Thorbahn
Peter Thorbahn is a registered investment advisor at Advisory Services Network, based in Norwell, MA, with 41 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
Norwell, MA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Peter is an insurance agent selling annuities and life insurance, dedicating minimal time to this activity. He is also the owner/managing member of Thorvest LLC, a service company for business expenses, dedicating full-time hours to this.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Perpetual Financial
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.