Henry Peterson
Henry Peterson is a registered investment advisor at Medallion Wealth Advisors, LLC, based in Farmington, CT, with 13 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,484 clients with $520M 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 | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.90% |
Rates shown are for the wrap fee program. Non-wrap fee program rates are slightly lower for the first tier at 1.25%. Fees are negotiable.
Fee Estimator
Location
2 Bridgewater Road, Suite 201, Farmington, CT, 06032
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 →Other Business ActivitiesSells Insurance
Henry is an independent contractor selling life insurance through Highland Capital Insurance Sales, dedicating a few hours per week. He also works as an Investment Advisor Representative for Medallion Wealth Advisors, spending nearly full-time on investment advisory and financial planning, and coaches for Farmington Public Schools, spending minimal time.
Employment History
Current Registrations
Medallion Wealth Advisors, LLC
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Financial Services, INC.Broker
First Investors CorporationBroker
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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