Peter Burnham
Peter Burnham is a CFP-designated registered investment advisor at Diversify Wealth Management, LLC, based in Ashburn, VA, 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 10 more. Their firm serves 4,857 clients with $4.1B 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 $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. Maximum annual advisory fee across programs is generally 2.00%. Additional strategy fees may apply depending on the platform.
Fee Estimator
Location
42596 Cochrans Lock Dr, Ashburn, VA, 20148
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2018Other Business Activities
Peter is the President of the Board for Driven To Cure, a non-profit organization, and assists with various tasks. He is also an Advisory Board Member for Creighton Farms Country Club, attending quarterly meetings and communicating with the GM, dedicating minimal time to this role.
Employment History
Current Registrations
Diversify Wealth Management, LLC
Previous Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLC
Surevest Private Wealth
Surevest Wealth Management
Surevest Wealth Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ferris, Baker Watts IncorporatedBroker
Ferris, Baker Watts Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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