Peter Berenson is a PFS-designated registered investment advisor at Cpasset Management, INC., based in Newton, MA, with 28 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 11 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for portfolios of more than $1,000,000 and those having a permanent fixed income component are negotiable.
Fee Estimator
Location
Newton, MA
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 Activities
Peter works as an accountant/CPA providing bookkeeping, general business consulting, coordinating family meetings, and coordinating with independent accountants since 2013. This takes a few hours per week.
Employment History
Current Registrations
Cpasset Management, INC.
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.