Cyril Peterson is a registered investment advisor at Peterson Garrett, LLC, based in los angeles, CA, with 19 years of industry experience. Cyril operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $6.9M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.3M | 1.50% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
In addition to the annual fee, Peterson Garrett also charges 30% of the capital gains or capital appreciation of the assets in the account on a quarterly basis, subject to a minimum annualized return of 10%. The annual fee may be negotiable based on several factors, including "grandfathered" accounts and related accounts.
Fee Estimator
Location
los angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Peterson Garrett, LLC
Previous Registrations
Sagepoint Financial, INC.
State Registrations1 state
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