Andrew Peters is a registered investment advisor at Goldstein Advisors, LLC, based in Madison, WI, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,070 clients with $1.1B 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 $1000K | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1241 John Q Hammons Dr, Suite 302, Madison, WI, 53717
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 →Other Business Activities
Andrew is the treasurer for Glaciers Edge Council, Boy Scouts of America, a volunteer position taking a few hours per week. He is also a passive investor in Yaeger Advisory and Tax, where he provides tax preparation and advisory services.
Employment History
Current Registrations
Goldstein Advisors, LLC
Previous Registrations
Arbor Point Advisors
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.