Peter Bradshaw is a registered investment advisor at Altura Wealth Advisors INC., based in Santa Clara, CA, with 7 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 400 clients with $170M 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 $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Management Fees are generally negotiable.
Fee Estimator
Location
2005 De La Cruz Blvd., Suite 131, Santa Clara, CA, 95050
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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 →Employment History
Current Registrations
Altura Wealth Advisors INC.
Previous Registrations
Qualified Planning
Qualified Planning
State Registrations1 state
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