Peter Johnson is a registered investment advisor at N.E.W. Advisory Services, LLC, based in Hobart, WI, with 8 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,862 clients with $1.6B 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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. Accounts held direct with a product sponsor are charged a flat 0.75%.
Fee Estimator
Location
1200 Centennial Centre Blvd, Sute 300, Hobart, WI, 54155
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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 Activities
Peter works under Johnson Wealth Planning LLC and is an IAR under RIA N.E.W. Advisory Services LLC.
Employment History
Current Registrations
N.E.W. Advisory Services, LLC
Geneos Wealth Management, INC.Broker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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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