Philip Petersen
Philip Petersen is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, GA, with 29 years of industry experience. Philip 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 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
8000 Avalon Blvd, Suite 100, Alpharetta, GA, 30009
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
Philip operates Mayer Private Wealth Management as a DBA for his LPL business and is also a Registered Investment Advisor Representative (IAR). He dedicates full-time hours to Mayer Private Wealth Management and about 10% of his time to MPWM Advisory Solutions LLC, where he provides investment advisory services; he also spends a few hours per week on non-variable insurance.
Employment History
Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Allianz Life Financial Services, LLCBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Sii Investments, INC.Broker
American General Securities IncorporatedBroker
Sii Investments, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations8 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.