Kim Petersen
Kim Petersen is a registered investment advisor at Checchi Capital Advisers, LLC, based in Houston, TX, with 2 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 241 clients with $2.6B 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 $50.0M | 0.90% |
| $50M+ | 0.70% |
Fees are negotiable based on aggregate portfolio size, complexity, and pre-existing relationships.
Fee Estimator
Location
Houston, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Kim serves on the board of directors for both EDEN Grow Systems, a sustainable farming start-up, and Feed the Future Foundation, a sustainable farming outreach and education charitable organization. These activities are not investment-related.
Employment History
Current Registrations
Checchi Capital Advisers, LLC
State Registrations1 state
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
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