Robb Peterson is a registered investment advisor at Karel Capital, INC., based in Spokane, WA, with 32 years of industry experience. Robb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 49 clients with $98M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
Spokane, WA
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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
Robb is a non-employee IAR for Karel Capital, Inc., serving a business continuity and succession plan. He has no daily responsibilities and spends no time serving the RIA.
Employment History
Current Registrations
Karel Capital, INC.
Peterson Investment Management INC
State Registrations3 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.