Jenee Peters
Jenee Peters is a registered investment advisor at Naples Wealth Planning, based in Tarpon Springs, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 358 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Naples Wealth Planning's investment management fees range from 0.50% to 2.50% annually, based on factors such as the services offered, complexity, the amount you invest, and the overall relationship. Fees are paid monthly, in advance, based on the value of your portfolio at the end of the prior month. The fee may include financial planning services, at the discretion of NWP. Fees may be negotiable.
Location
Tarpon Springs, FL
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Regulatory History (5)
Customer Dispute
March 2014Customer Dispute
January 2013Customer Dispute
December 2012Customer Dispute
November 2012Customer Dispute
March 2012Employment History
Current Registrations
Naples Wealth Planning
Previous Registrations
Imprint Wealth LLC
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Naples Wealth Planning
Platinum Wealth Partners
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
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.