Peter Beebe is a registered investment advisor at Channel Investment Partners, based in Arlington, VA, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $7.6M 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 $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
3033 Wilson Blvd., Suite 700, Arlington, VA, 22201
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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
Channel Investment Partners
Previous Registrations
Hillman Capital Management INC
Managers Investment Group LLC
Burridge Group LLC
State Registrations2 states
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