Peter May is a CFP-designated registered investment advisor at Hfh Planning INC., based in New York, NY, with 4 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 122 clients with $210M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.65% |
Fees are negotiable. HFH Planning may engage SyntheticFi LLC as a sub-advisor; the sub-advisor's fees are in addition to HFH Planning's fees.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a member of Calliope 2022, LLC, an art gallery/dealer, handling accounting and administrative duties. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Hfh Planning INC.
State Registrations1 state
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