Matthew Petersen is a registered investment advisor at Petersen Hastings Wealth Advisors, INC., based in Kennewick, WA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 1,123 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Petersen Hastings charges a percentage of your portfolio's value for investment management. The rate varies depending on the account type and the amount you invest.
Managed Accounts with Financial Planning:
- Fees range from 1.20% annually on the first $500,000, down to 0.20% annually on amounts over $50,000,000.
- There is a $2,000 minimum annual fee.
Managed Accounts without Financial Planning:
- 0.50% annually
- There is a $12 minimum annual fee.
Retirement Plan and Charitable Foundation Accounts:
- Fees range from 0.80% annually on the first $5,000,000, down to 0.15% annually on amounts over $100,000,000.
- There is a $1,000 minimum annual fee.
Location
8203 W Quinault, Suite 101, Kennewick, WA, 99336
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 →Employment History
Current Registrations
Petersen Hastings Wealth Advisors, INC.
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.