David Peters
David Peters is a registered investment advisor at Alliance Advisors Wealth Management LLC, based in Novi, MI, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $11M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Location
39555 Orchard Hill Place, Crystal Glen, Suite 600, Novi, MI, 48375
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
David is the owner of Alliance Advisors Financial Services LLC and a licensed insurance agent since 2007. He dedicates a few hours per week to selling various insurance products.
Employment History
Current Registrations
Alliance Advisors Wealth Management LLC
Previous Registrations
Alliance Advisors Wealth Management LLC
Regal Investment Advisors LLC
Regulus Advisors, LLCBroker
Arrow Investment Management, LLC
Royal Alliance Associates, INC.Broker
Concorde Investment Services, LLCBroker
Wfg Investments, INC.Broker
Capital Asset Advisory Services, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
NFP Securities, INC.Broker
Woodbury Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Abn Amro Investment Services, INC.Broker
Standard Brokerage Services, INC.Broker
Comerica SecuritiesBroker
Olde Discount CorporationBroker
State Registrations2 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.