Peter Hughes is a CFA-designated registered investment advisor at Telos Partners LLC, based in Cottonwood Heights, UT, with 6 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 65 clients with $140M 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% |
Fees are negotiable and may vary by client. Family office consulting is also available for $140,000 to $240,000 annually.
Fee Estimator
Location
Cottonwood Heights, 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
Telos Partners LLC
Previous Registrations
Forrest Financial Partners LLC
Evolve Investing LLC
State Registrations1 state
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Exams
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