Peter Franz
Peter Franz is a CFA, CFP-designated registered investment advisor at Journey Wealth Management, based in Cleveland, OH, with 18 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 545 clients with $940M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are subject to negotiation.
Fee Estimator
Location
22901 Millcreek Blvd., Suite 225, Cleveland, OH, 44122
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Peter is a broker/agent selling fixed life insurance products since 2009, dedicating minimal time to this activity. He also serves clients in an advisory capacity through Beacon Financial Advisory LLC, taking about half of his time.
Employment History
Current Registrations
Journey Wealth Management
Previous Registrations
Beacon Financial Advisory LLC
Capital Analysts
Lincoln Investment
Boyd Watterson Asset Management, LLC
Northern Lights Distributors, LLCBroker
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Securities America Advisors, INC.
Securities America, 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.