EP
EP
Edward Petersmarck
4 Years of Experience
Bloomfield Hills, MI
1 Disclosure
Edward Petersmarck is a registered investment advisor at New Horizon Retirement Advisors, based in Bloomfield Hills, MI, with 4 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
50 clients
Average Client Portfolio
$205K average
Assets Under Management
$10.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
40900 Woodward Ave, Ste 150, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
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Criminal
October 2004Final Disposition
Employment History
Current Registrations
New Horizon Retirement Advisors
February 2026 - Present · 3 mos
Bridgeriver Advisors LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - September 2024 · 1 yr 3 mos
Cetera Advisor Networks LLC
September 2021 - June 2023 · 1 yr 9 mos
Corecap Advisors
August 2019 - September 2019 · 1 mo
State Registrations1 state
MI
Advisor
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
No exam information available for this advisor.