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Peter Carril

12 Years of Experience
Princeton, NJ

Peter Carril is a registered investment advisor at Patton Hall, LLC, based in Princeton, NJ, with 12 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. Their firm serves 12 clients with $7.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$617K average
Assets Under Management
$7.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Princeton, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter is a managing member of Patton Hall, LLC, a state-registered investment advisor since 2013. He dedicates nearly full-time hours to providing investment advisory services.

Employment History
Current Registrations
Patton Hall, LLC
May 2013 - Present · 13 yrs
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.