Peter Kirschenbaum is a registered investment advisor at Bradley Foster & Sargent INC, based in Hartford, CT, with 24 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,944 clients with $9.1B 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+ | 0.50% |
Fees are negotiable for individually managed accounts.
Fee Estimator
Location
185 Asylum Street, City Place Ii, 11th Floor, Hartford, CT, 06103-3402
Get directionsHistory
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
Bradley Foster & Sargent INC
Previous Registrations
People's United Advisors, INC.
People's Securities, INC.
Olson Mobeck Investment Advisors, INC
State Registrations4 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.
Exams
More Advisors
- Alison Cosgrove, CFPBradley Foster & Sargent INC
- Rosa Chen, CFABradley Foster & Sargent INC
- Eugene Daponte, PFSBradley Foster & Sargent INC
- Michele Matzinger, CFABradley Foster & Sargent INC
- David Dixon, CFABradley Foster & Sargent INC
- Thomas Sargent, CFABradley Foster & Sargent INC