Peter Platt is a registered investment advisor at Platt Investment Counsel, LLC, based in Cary, NC, with 12 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $150M 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 | 0.70% |
| $2.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Advisory fees are negotiable at the firm's discretion.
Fee Estimator
Location
Cary, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Platt Investment Counsel, LLC
State Registrations3 states
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