Peter Grose is a CFP-designated registered investment advisor at Bay Colony Advisors, based in Concord, MA, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,433 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.
Location
86 Baker Avenue Extension, Suite 310, Concord, MA, 01742
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 →Other Business ActivitiesSells Insurance
Peter is an insurance agent since 2001, providing insurance products and services, and also sells fixed insurance (life, health & annuities, disability, employee benefits), dedicating a few hours per week. He is also the president/officer/director of the George Mason University ICE Hockey Alumni Foundation and an author, spending about 10% of his time on writing and promoting his novel.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
The Strategic Financial Alliance, INC.Broker
Multi-Financial Securities CorporationBroker
Acorn Financial Advisory Services, INC.
Ifg Network Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.