GP
CFP
GP
CFP

Gerrit Paul Petersons

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
215 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$403.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.60%
$5M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

82 Running Hill Road, Suite 205, South Portland, ME, 04106

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robinson Smith Wealth Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Marble Trail Advisors
October 2021 - June 2022 · 8 mos
Broad Cove Capital
April 2021 - November 2021 · 7 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.