Peter Shea
Peter Shea is a CFP-designated registered investment advisor at Quantitative Solutions, LLC, based in Franklin, TN, with 15 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $14M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees for amounts over $15,000,000 are negotiable. The firm generally requires a $500,000 minimum portfolio value and a $5,000 minimum annual fee.
Fee Estimator
Location
Franklin, TN
Get directionsHistory
Regulatory History (1)
Criminal
October 1990Other Business Activities
Peter works as a real estate advisor at a commercial real estate services firm, marketing commercial properties to investors. He keeps this activity separate from his RIA.
Employment History
Current Registrations
Quantitative Solutions, LLC
Previous Registrations
Quantitative Solutions, LLC
Quantitative Solutions, LLC
Northwestern Mutual Investment Services,llc
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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