Peter Heine is a registered investment advisor at Strong Wealth Advisors, LLC, based in White Plains, NY. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Qualified clients pay 2% of assets plus 20% of gains. Assets held in money market or other cash equivalent assets are charged at an annualized rate of 0.06%. All fees are subject to negotiation. Some states take the position that an annual fee of 2% or greater of assets under management is generally higher than the industry norm.
Fee Estimator
Location
White Plains, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Strong Wealth Advisors, LLC
State Registrations1 state
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