Peter Criswell
Peter Criswell is a ChFC-designated registered investment advisor at Kellogg Wealth Advisors, INC., based in Studio City, CA, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $9.5M 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 | 1.20% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.05% |
Fee Estimator
Location
Studio City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is the Principal and CEO of Kellogg Wealth Advisors, Inc., where he discusses investments and insurance with clients. He dedicates about half of his time to acquiring clients and managing assets at third-party money managers.
Employment History
Current Registrations
Kellogg Wealth Advisors, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
State Registrations1 state
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