PP
CFP
PP
CFP

Peter Pigeon

23 Years of Experience
Columbia, SC
Sells Insurance

Peter Pigeon is a CFP-designated registered investment advisor at Hobbs Group Advisors LLC, based in Columbia, SC, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 450 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$479.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Wealth Management fees. Fees negotiable for amounts over $10,000,000. Digital Investment Management fee is 0.85%. Traditional Investment Management fees range from 0.65% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1727 Laurel Street, Columbia, SC, 29201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Peter is the Vice President of Wealth Alliance Inc., an insurance agency, dedicating about a quarter of his time to sales and customer service. He is also a partner in Properties of the South, LLC, a rental real estate business, spending minimal time on it.

Employment History
Current Registrations
Hobbs Group Advisors LLC
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Triad Advisors LLCBroker
October 2006 - April 2023 · 16 yrs 6 mos
Carolina Wealth Management, LLC
March 2006 - November 2006 · 8 mos
Walnut Street Securities, INC.
August 2005 - December 2005 · 4 mos
Walnut Street Securities, INC.Broker
April 2005 - October 2006 · 1 yr 6 mos
Usallianz Securities, INC.Broker
July 2003 - April 2005 · 1 yr 9 mos
Walnut Street Securities, INC.Broker
July 2002 - July 2003 · 1 yr
State Registrations2 states
SCTX
Advisor

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
No exam information available for this advisor.