Peter Swanson is a CFA-designated registered investment advisor at Speece Thorson Capital Group INC, based in Minnetonka, MN, with 9 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 30 clients with $470M 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% |
Schedule reflects accounts opened on or after January 1, 2025. Accounts opened prior to January 1, 2025 have a different fee schedule: 0.7% on first $10M, 0.5% on next $20M, 0.3% on next $20M, and 0.2% on assets over $50M.
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
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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