Luis Peters
Luis Peters is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Miami, FL, with 23 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
7750 SW 117th Ave, Suite 207, Miami, FL, 33183
Get directionsHistory
Regulatory History (1)
Regulatory
March 2008Other Business ActivitiesSells Insurance
Luis owns and operates Luis D Peters' Insurance Agency as an agent for State Farm and its affiliates, dedicating about half of his time to this. He also owns two personally held real estate properties and is a director for Kendall Networkers.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
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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