Peter Culver
Peter Culver is a registered investment advisor at Freedom Family Office, LLC, based in New York, NY, with 15 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 130 clients with $160M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. There is generally a minimum monthly fee of $1,000, which may be waived or discounted.
Fee Estimator
Location
New York, NY
Get directionsHistory
Regulatory History (1)
Criminal
March 2024Other Business ActivitiesSells Insurance
Peter is a Managing Member at Freedom Family Office, a multi-family office providing financial planning, investment, insurance, and family governance services. He dedicates about 10-20% of his time to this business, and IWM may refer clients to Freedom Family Office.
Employment History
Current Registrations
Freedom Family Office, LLC
Iwm Advisors, LLC
Previous Registrations
Mbsc Securities Corporation
Mbsc, LLC
Sky Investment Group LLC
Mbsc, LLC
State Registrations2 states
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.