Peter Swanson is a CFA-designated registered investment advisor at Speece Thorson Capital Group INC, based in Minnetonka, MN, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 28 clients with $520M 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 $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee schedule is for separately managed and sub-advisory accounts opened on or after January 1, 2025. For accounts opened prior to January 1, 2025: 0.7% - first $10 million; 0.5% - next $20 million; 0.3% - next $20 million; 0.2% on assets over $50 million. Assets invested in the ST Capital Group Value Fund will be charged a 1% fee by the fund. Accounts primarily invested in the fund will be charged an annual fee of 0.25% on assets managed outside the fund.
Fee Estimator
Location
601 Carlson Parkway, Suite 850, Minnetonka, MN, 55305-5231
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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 serves as a trustee for the Converge Worldwide Retirement Plan, making investment-related decisions. He dedicates minimal time to this role.
Employment History
Current Registrations
Speece Thorson Capital Group INC
State Registrations1 state
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