Peter Nagle is a registered investment advisor at Thoughtful Wealth Advisory LLC, based in Abiquiu, NM, with 29 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.15% |
| $2.5M+ | 0.85% |
Fees are negotiable. When TWA participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 1.0%.
Fee Estimator
Location
Abiquiu, NM
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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
Thoughtful Wealth Advisory LLC
Previous Registrations
Mercer Global Advisors INC.
Spruce Hill Capital, LLC
Commonwealth Financial Network
Fairfield Financial Group, INC.
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.