Peter Willcox
Peter Willcox is a CFP-designated registered investment advisor at Affinity Investment Group, LLC, based in Exeter, NH, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 451 clients with $520M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
A minimum of $250,000 of assets under management and a $3,125 minimum annual fee is required for this service. Fees for accounts under $250,000 will be negotiated. Fees may be charged as a fixed or flat fee upon mutual agreement. Similarly situated clients could pay diverse fees.
Fee Estimator
Location
18 Hampton Road, Unit 7, Exeter, NH, 03833
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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 a licensed insurance broker/agent since March 2012. He anticipates spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Affinity Investment Group, LLC
State Registrations3 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.