Stephen Peterson is a CFP-designated registered investment advisor at Sand Hill Global Advisors, LLC, based in Palo Alto, CA, with 16 years of industry experience. Stephen 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 572 clients with $4.4B 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 | 1.00% |
Fees vary up to 1% of assets under management depending on the services provided and are negotiable in the firm's sole discretion.
Fee Estimator
Location
245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301
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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
Sand Hill Global Advisors, LLC
State Registrations1 state
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Exams
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