Peter Hughes is a CFA-designated registered investment advisor at Forrest Financial Partners LLC, based in Sandy, UT, with 5 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 20 clients with $27M 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 $750K | 1.25% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Blended fee schedule. New money or increases in account values may be managed at lower rates, but the total values of assets in the earlier tiers continue to be managed at their initial higher rates.
Fee Estimator
Location
Sandy, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter owns Peter Hughes Consulting, where he helps value companies and advises business owners, dedicating about 10-20% of his time. He also owns Peter Hughes Coaching, where he works as a performance and life coach, and Talon Real Estate LLC, where he collects rental income, dedicating minimal time to each. Peter is also a Senior Advisor at Forrest Financial Partners LLC and Principal/CCO at Evolve Investing LLC, dedicating about a quarter of his time and about half of his time, respectively.
Employment History
Current Registrations
Forrest Financial Partners LLC
Evolve Investing LLC
State Registrations5 states
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