Peter Woodring
Peter Woodring is a registered investment advisor at Mission Wealth Management, LP, based in Park City, UT, with 17 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B 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 | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
Park City, UT
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2008Other Business Activities
Peter works as a cross-utilized agent for SkyWest Airlines, handling back-office tasks. This non-investment related activity takes a significant amount of time, about a quarter of his time, and occurs outside of securities trading hours.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Cypress Partners, LLC
Cypress Partners, LLC
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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