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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 21 clients with $18M 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% |
Certain fee-based insurance or annuity products may be billed at a reduced annual rate of 0.55%.
Fee Estimator
Contact
Brian Peterson
Location
3475 Willow Lake Boulevard, 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.
Exams
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