Christopher Peterson
Christopher Peterson is a CFP-designated registered investment advisor at Regal Investment Advisors LLC, based in Grand Rapids, MI, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B 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 typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.
Fee Estimator
Location
5070 Cascade Rd Suite 150 Grand Rapids, MI 49456, Suite 150, Grand Rapids, MI, 49456
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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
Regal Investment Advisors LLC
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
Mercer Advisors
Strategic Advisers, 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.
Exams
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