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Peter Westerfield
11 Years of Experience
Boca Raton, FL
1 Disclosure
Peter Westerfield is a registered investment advisor at Westerfield Investment Management, based in Boca Raton, FL, with 11 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.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and may be waived for friends and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Boca Raton, FL
Get directionsHistory
Regulatory History (1)
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Criminal
October 1985Final Disposition
Other Business Activities
Peter provides sales support for US Remodelers, a remodeling company. This takes nearly full-time hours outside of trading hours, and a few hours per week during trading hours.
Employment History
Current Registrations
Westerfield Investment Management
November 2014 - Present · 11 yrs 6 mos
State Registrations1 state
FL
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.