Peter Voorn is a CFP-designated registered investment advisor at Professional Financial, based in Pittsford, NY, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 97 clients with $210M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable. Standard, Preferred and Premier service levels each has its own minimum fee schedule without regard to household assets under management that includes that level’s financial planning services. Client’s advisory fee increases as assets growing under management offset fee minimums.
Fee Estimator
Location
1159 Pittsford-Victor Rd, Suite 120, Pittsford, NY, 14534-3827
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Professional Financial
State Registrations1 state
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