Peter Walton is a registered investment advisor at 7pw Wealth, LLC, based in Davidson, NC, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 47 clients with $39M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable depending on account size and overall range of services requested.
Fee Estimator
Location
Davidson, NC
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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
Peter is the CEO/President of 7PW Consulting, LLC, a business consulting firm. He spends a few hours per week as a consultant for project-based engagements.
Employment History
Current Registrations
7pw Wealth, LLC
Previous Registrations
Greerwalker Wealth LLC
Traverse Wealth
Morgan Stanley Smith Barney LLC
State Registrations2 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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