Jerry Peters is a CFA-designated registered investment advisor at Smithbrook, LLC, based in Bend, OR, with 20 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $91M 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 $3.0M | 0.95% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.55% |
Minimum annual fee of $28,500. Third-Party Adviser fees are typically 0.85% to 1.0%.
Fee Estimator
Location
Bend, OR
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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 →Employment History
Current Registrations
Smithbrook, LLC
Previous Registrations
Laird Norton Wealth Management
Filament, LLC
Filament, LLC
Blackrock Financial Management, INC
Quellos Private Capital Markets, L.P.
Quellos Capital Management LP
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.