Peter Kranzler is a registered investment advisor at San Mateo Capital Management LLC, based in Petaluma, CA, 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 High Net Worth, Investment Management. Their firm serves 20 clients with $54M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Petaluma, 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
San Mateo Capital Management LLC
Previous Registrations
Lifetime Capital Group
State Registrations1 state
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