Peter Wall is a registered investment advisor at True Link Financial Advisors, based in Golden, CO, with 11 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,065 clients with $1.3B 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% |
Fees are negotiable. In the case of pooled trust accounts where there are sub-accounts, the fee may be calculated based on the average daily balance in the sub-account for each sub-account of the pooled trust which in some cases may not add up to the assets maintained by the entire trust.
Fee Estimator
Location
1120 Washington Ave., Suite 200, Room 108, Golden, CO, 80401
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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 is the owner of Ballyquin Music LLC and works as a self-employed musician. He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
True Link Financial Advisors
Previous Registrations
Bok Financial Advisors
State Registrations1 state
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