Polly Peters is a registered investment advisor at Freestate Advisors LLC, based in Overland Park, KS, with 29 years of industry experience. Polly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 244 clients with $180M 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 $2.0M | 1.95% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fee schedule shown is for SmartRisk Strategies. Focused Strategies have lower fees.
Fee Estimator
Location
4400 College Blvd, Suite 125, Overland Park, KS, 66211
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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 →Other Business Activities
Polly is a member of Ingenios LLC, an oil company focused on new technology. She spends a few hours per week keeping minutes and paying invoices.
Employment History
Current Registrations
Freestate Advisors LLC
Previous Registrations
Cpai, CO.
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.