Ryan Peterson
Ryan Peterson is a CFP, ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Clover, SC, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
4609 Charlotte Hwy, Ste 5, Clover, SC, 29710
Get directionsHistory
Regulatory History (1)
Criminal
May 1997Other Business ActivitiesSells Insurance
Ryan is an insurance producer, holding licenses to sell health, disability, and life insurance products, including Medicare Supplement insurance. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Copperleaf Capital, LLC
Previous Registrations
Metlife Securities INC.
State Registrations6 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
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