Martin Peters
Martin Peters is a registered investment advisor at Centaurus Financial, INC., based in Grosse Pointe Woods, MI, with 25 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
19658 Mack Avenue, Grosse Pointe Woods, MI, 48236
Get directionsHistory
Regulatory History (1)
Criminal
June 1975Other Business Activities
Martin owns The Peters Financial Group RX, providing tax and accounting services since 2015, dedicating a few hours per week. He is also a CPA with Martin E. Peters P.C. since 1981, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Wrp Investments, INC.Broker
New England SecuritiesBroker
Mutual Service CorporationBroker
Ws Griffith Securities, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations8 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.