Peter Wernau is a registered investment advisor at Wernau Asset Management, based in Gloucester, MA, with 22 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 103 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.50% |
| $25M+ | 1.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Location
30 Western Ave, Suite 206, Gloucester, MA, 01930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the co-founder/owner of Apricot Capital LLC and Fish City Capital LLC, both focused on investing in private startups, dedicating minimal time to each. He is also the owner/general partner of Dartmouth Street Ventures Limited Partnership, investing in securities, spending a few hours per week on investment selection and bookkeeping.
Employment History
Current Registrations
Wernau Asset Management
State Registrations1 state
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