Benjamin Peters is a registered investment advisor at Burton Enright Welch, based in Walnut Creek, CA, with 12 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 652 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 1.50% to 0.30% annually depending on account complexity and size. The lower 0.30% rate applies to high-net-worth clients.
Fee Estimator
Location
1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA, 94596
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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
Benjamin is a co-founder of Pickmoto, a mobile application company, since 2012. He spends minimal time on task management, bug-tracking, and outreach during nights and weekends.
Employment History
Current Registrations
Burton Enright Welch
Previous Registrations
Napa Valley Wealth Management
State Registrations1 state
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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