Peter Canniff is a CFP-designated registered investment advisor at Advanced Portfolio Design, LLC, based in Westford, MA, with 28 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 80 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advanced Portfolio Design manages your investments for a percentage of the assets they manage. The annual fee is negotiable and ranges between 0.6% and 1.2%, depending on the size and complexity of your account. The most typical range is 0.8% to 1.1%. Fees are calculated based on asset values at the end of each quarter and paid quarterly.
Location
515 Groton Road Suite 201, Westford, MA, 01886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Advanced Portfolio Design, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations4 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
Additional Information
I have more than 25 years of experience in comprehensive financial planning and investment management. I work with people to make sure they are taking advantage of every good wealth building strategy available to them. I help them get into the position where they are most likely to have very good results and I help them focus in on ways to get things done for the least amount of money.