Douglas Petersen
Douglas Petersen is a registered investment advisor at Amidon & Petersen Financials, LLC, based in Fort Pierce, FL, with 34 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 92 clients with $37M 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 | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Schedule is for equities/mutual funds. Bond fees are lower. Program fees are lower. Family accounts may be combined to qualify for lower fees. Fees are negotiable.
Fee Estimator
Location
Fort Pierce, FL
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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 ActivitiesSells Insurance
Douglas is an IAR of Amidon & Petersen Financials, LLC, offering asset management services, dedicating most of his time to this role. He also sells fixed insurance products since 2001, dedicating minimal time to this activity.
Employment History
Current Registrations
Amidon & Petersen Financials, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Cadaret, Grant & CO., INC.Broker
Gwn Securities INC.Broker
Equity Services, INC.Broker
Hsbc Brokerage (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bne Capital Markets, INC.Broker
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.