Silas Peters is a registered investment advisor at Blue Marlin Advisors, LLC, based in West Palm Beach, FL, with 7 years of industry experience. Silas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients with $2M 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 | 1.00% |
Minimum annual fee of $1,000. For options models, the fee is 3% annually with a $1,500 minimum.
Fee Estimator
Location
2054 Vista Parkway, Ste 400, West Palm Beach, FL, 33411-6742
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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.
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Silas is a managing partner at Trades Trending in Kentucky and founder/managing partner at Ocean Capital Partners in Alabama, both financial publishing companies. He dedicates about half of his time to each company, providing market education and tools.
Employment History
Current Registrations
Blue Marlin Advisors, LLC
Previous Registrations
Gar Wood Securities, LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Clearpoint Capital Management LLC
State Registrations4 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.