Peter Rappmund is a CFP-designated registered investment advisor at Counterpoint, based in Santa Fe, NM, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
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 - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Santa Fe, 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 →Other Business Activities
Peter is the owner of Peter Bo Rappmund, a film, photo, and soundtrack production company, since 2004. This takes about 10-20% of Peter's time.
Employment History
Current Registrations
Counterpoint
Previous Registrations
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Missionsquare Retirement
Better Money Decisions
State Registrations1 state
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