Brooke Petersen
Brooke Petersen is a CFP, ChFC-designated registered investment advisor at Conrad Siegel Investment Advisors, based in Lancaster, PA, with 16 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 570 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
For individual clients, the annual fee is up to 0.90% of assets under management. Siegel Select Portfolios program charges 0.25% with a $240 minimum annual fee per account. Fees are negotiable based on factors such as anticipated future assets and account composition.
Fee Estimator
Contact
Brooke Petersen
Location
201 Granite Run Dr, Suite 130, Lancaster, PA, 17601
Get directionsHistory
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 →Employment History
Current Registrations
Conrad Siegel Investment Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
More Advisors
- Mark Dixon, CFPConrad Siegel Investment Advisors
- Jaidan Piper, CFPFaithward Advisors, LLC
- Peter Costanzo, CFPJanney Montgomery Scott LLC
- David Smith, ChFCOsaic Wealth, INC.
- Rick Rodgers, CFPRodgers & Associates
- Emily Detz, CFARkl Private Wealth