Michelle Peterson is a CFP-designated registered investment advisor at Dutch Asset Corporation, based in Hadley, NY, with 32 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $190M 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 | 2.50% |
Fees are up to 2.50% and are generally negotiable. Fees are assessed on the daily account value and deducted daily.
Fee Estimator
Location
Hadley, NY
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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.
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Michelle is an associate at Professional Planning Group, a financial services DBA, since 2016. She spends nearly full-time selling and servicing securities and investment products.
Employment History
Current Registrations
Dutch Asset Corporation
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.Broker
LPL Financial LLCBroker
Citistreet Equities LLCBroker
First Investors CorporationBroker
State Registrations8 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.