Nicole Peterkin

Peterkin Financial recommends independent money managers to handle your investments. You'll pay Peterkin Financial up to 1% of your portfolio's value each year, depending on the complexity of your situation and the amount you invest. This fee may be negotiable. In some cases, Peterkin Financial may charge a fixed annual fee, payable quarterly, not exceeding 1% annually. You'll also pay a separate fee to the independent money manager, typically ranging from 0.35% to 0.60% annually. The total fees charged by both parties will not exceed 3% of assets under management per year. Peterkin Financial's fee is exclusive of brokerage fees and other related costs.