Martin Peters
Martin Peters is a registered investment advisor at Centaurus Financial, INC., based in Grosse Pointe Woods, MI, with 26 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
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 Registrations9 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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