Peter Stranberg is a registered investment advisor at Stranberg Capital LLC, based in Southlake, TX, with 22 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 55 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1% on stocks and 0.25% on mutual funds and bonds. Fees are lower for multi-million-dollar accounts and negotiable.
Fee Estimator
Location
1121 S. Carroll, Suite 230, Southlake, TX, 76092
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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
Stranberg Capital LLC
Previous Registrations
Stranberg Capital LLC
State Registrations1 state
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