Peter Koehler
Peter Koehler is a registered investment advisor at Goldman Sachs & CO. LLC, based in Newport Beach, CA, with 25 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46,268 clients with $130B 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 $10.0M | 1.50% |
| $10M+ | 0.50% |
Fees vary widely based on the chosen pricing model (comprehensive advisory services vs. strategy-based pricing), specific asset classes, and relationship size. Maximum standard fees for the first tier ($0-$10 million) are set out in Appendix A and are negotiable.
Fee Estimator
Location
4000 Macarthur Blvd, 10th Floor, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Criminal
March 1994Employment History
Current Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Wealth Services, L.P.
Previous Registrations
Mercer Allied Company, L.P.Broker
MML Investors Services, INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations53 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
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