Brian Peterson
Brian Peterson is a CFP-designated registered investment advisor at Endurance Financial Group, based in St. Paul, MN, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 22 clients with $16M 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 | 1.35% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.30% |
Fees are negotiable. The annual fee is based on an aggregate value of all managed accounts within the Client’s established household. EFG has a minimum fee requirement of $6,750. The minimum fee may be reduced or waived at the Advisor’s discretion.
Fee Estimator
Contact
Brian Peterson
Location
3475 Willow Lake Blvd, Suite 400, St. Paul, MN, 55110
Get directionsHistory
Regulatory History (1)
Financial
December 2016Employment History
Current Registrations
Endurance Financial Group
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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.