Troy Peterson is a CFP, ChFC-designated registered investment advisor at Pgp Wealth Services, LLC, based in Burbank, CA, with 16 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 52 clients with $79M 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 $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
Burbank, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pgp Wealth Services, LLC
Previous Registrations
Pgp Wealth Services, LLC
State Registrations1 state
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