Peggy Cotter is a registered investment advisor at Aeternum Advisors, based in Oceanside, CA, with 20 years of industry experience. Peggy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3 clients with $12M 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 $100K | 1.00% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Accounts up to $100,000 have a $1,000 flat fee. Fees for assets over $6,000,000 are negotiable. Accounts invested solely in cash or money market funds do not pay advisory fees.
Fee Estimator
Location
Oceanside, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aeternum Advisors
Previous Registrations
Quest Capital Strategies, INC.Broker
Evolve Securities, INC.Broker
Afs Brokerage, INC.Broker
State Registrations1 state
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.
Exams
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