Peter Creedon is a CFP, ChFC-designated registered investment advisor at Crystal Brook Advisors, based in Mt. Sinai, NY, with 13 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 44 clients with $16M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are for investment supervisory services. For investment management services using third-party investment managers, fees range from 2.25% to 2.75% per year, of which Crystal Brook Advisors receives 0.50% to 0.75%.
Fee Estimator
Location
Mt. Sinai, NY
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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
Peter is a moderator at The American College, teaching online courses for a few hours per week. He is also an Enrolled Agent with the IRS, spending about 10-20% of his time on tax preparation.
Employment History
Current Registrations
Crystal Brook Advisors
Previous Registrations
Hsbc Securities (USA) INC.
Kovack Advisors, INC.
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.