Peter Watson
Peter Watson is a CFP, ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Mercer Island, WA, with 27 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
7525 SE 24th Street, Suite 110, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2026Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations26 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.
Exams
More Advisors
- Walter Brown, CFP, ChFCLPL Enterprise, LLC
- Sunny Yang, CFPLPL Enterprise, LLC
- Benjamin BearLPL Enterprise, LLC
- Matthew CourLPL Enterprise, LLC
- Bon Koo, ChFCLPL Enterprise, LLC
- Rachel Jennison, CFPPaysse Jennison Financial Advisors, Paysse Jennison