Peter Ferriero is a registered investment advisor at Rocky Hill Advisors INC., based in Peabody, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 136 clients with $100M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Rates shown are maximum fees for Rocky Hill Advisors managed accounts; using independent managers adds up to 0.40% to these rates. Fixed-income-only portfolios receive discounted rates ranging from 0.50% down to 0.25%. Fees are negotiable.
Fee Estimator
Location
7 Essex Green Drive, Suite 53-55, Peabody, MA, 01960
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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.
Learn about disclosures →Other Business Activities
Peter is the Founder/President of Rocky Hill Advisors, advising Native American Tribes on breach of trust cases. He also founded and presides over Top Gun Youth Hockey, Top Gun Arena Mgt., and New England Fall Prep Hockey League, collectively dedicating about a quarter of his time to these hockey-related activities.
Employment History
Current Registrations
Rocky Hill Advisors INC.
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.
Exams
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