Harold Peterson is a registered investment advisor at Mission Hill Advisors, LLC, based in Austin, TX, with 24 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $150M 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 $10.0M | 0.65% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
1100 W. 6th St., Austin, TX, 78703
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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
Harold is an advisory council member for the University of Texas, a committee member for the Seton Fund, a governor for the Austin Community Foundation, and a committee member for Tarrytown United Methodist Church. All of these activities are investment-related and require minimal time.
Employment History
Current Registrations
Mission Hill Advisors, LLC
Previous Registrations
Mission Hill Advisors, LLC
Columbia Pacific Wealth Management
Mission Hill Advisors, LLC
Mission Hill Advisors, LLC
Durbin Bennett Peterson Private Wealth Management, LLC
State Registrations1 state
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