Peter Blackwell
Peter Blackwell is a registered investment advisor at Freedom Wealth Management LLC, based in Spokane, WA, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be lowered or waived at Freedom Wealth Management's discretion on a case-by-case basis.
Fee Estimator
Location
7307 N Division St, Ste 305, Spokane, WA, 99208-6559
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Peter is associated with Blackwell Financial Services, LLC and Freedom Financial Services, LLC, both DBAs for LPL business. He also has ownership in Blackwoods Enterprises, LLC and Blackwoods Equestrian, both real estate rental businesses, and works as a producer for LTCi Partners, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Freedom Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations13 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.