Peter Finn is a registered investment advisor at Finn Wealth Management LLC, based in Spokane, WA, with 10 years of industry experience. Peter 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 90 clients with $9.7M 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 $100K | 2.00% |
| $100K - $150K | 1.75% |
| $150K - $200K | 1.50% |
| $200K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.40% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees are negotiable. For accounts over $10,000,000, fees are customized. The advisory fee paid by the client including the Finn Wealth Management LLC advisory fee, plus any custodian advisory fee, plus any third-party manager advisory fee, will not exceed a combined total of 2.00%.
Fee Estimator
Location
8601 N Division Street, Suite C, Spokane, WA, 99208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Finn Wealth Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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