Peter Ellefson
Peter Ellefson is a registered investment advisor at Epl Investment Advisory LLC, based in Mesa, AZ, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 91 clients with $22M 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 $50K | 2.00% |
| $50K - $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
3035 S Ellsworth Road, 109, Mesa, AZ, 85212
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 involved in several businesses: EPL Realty Group LLC (real estate sales and leasing), EPL Benefits Group LLC (selling insurance), EPL Tax Group LLC, and EPL Business Sales LLC (business and franchise sales). Peter is the owner/managing member of each of these entities.
Employment History
Current Registrations
Epl Investment Advisory LLC
State Registrations1 state
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