Colin Peterson is a registered investment advisor at Trondheim Capital, LLC, based in Paradise Valley, AZ, with 15 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trondheim Capital generally receives an asset-based management fee calculated as a percentage of each client's account. The management fee for separate account clients is payable quarterly in advance, based on an annual rate of 1% to 2%. The management fee applicable to investors in the Funds is payable monthly or quarterly, based on an annual rate of 2%. Investors and separate account clients that do not qualify as "qualified clients" may be charged a higher management fee (not to exceed 3% annually) in lieu of the performance allocation.
Location
Paradise Valley, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trondheim Capital, LLC
State Registrations1 state
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