Andrew Peters is a registered investment advisor at Oakbourne Advisors, based in Berkeley Heights, NJ, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 481 clients with $280M 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 | 1.20% |
| $750K - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.57% |
| $4.0M - $5.0M | 0.47% |
| $5M+ | 0.18% |
Fees are generally non-negotiable, except for family members and friends of Oakbourne Advisors’s representatives. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
200 Connell Drive, Suite 1000, Berkeley Heights, NJ, 07922
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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 →Other Business Activities
Andrew owns Invyzia Solutions, LLC, which operates a website that helps financial advisors produce investment proposal reports. He spends minimal time maintaining the website and ensuring its features are working properly.
Employment History
Current Registrations
Oakbourne Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
J.P. Morgan Securities LLCBroker
Securian Financial Services, 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.