Peter Crowe is a registered investment advisor at Missionsquare Wealth Management, based in Simsbury, CT, with 35 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Simsbury, CT
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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 →Employment History
Current Registrations
Missionsquare Wealth ManagementBroker
Missionsquare Wealth Management
Missionsquare Retirement
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Ameritas Investment CORP.Broker
Securian Financial Services, INC.Broker
Nationwide Investment Services CorporationBroker
1717 Capital Management CompanyBroker
Cigna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
Aetna Capital Management, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations12 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.