KP
KP

Krisstin Petersmarck

3 Years of Experience
Bloomfield Hills, MI
Sells Insurance

Krisstin Petersmarck is a registered investment advisor at New Horizon Retirement Advisors, based in Bloomfield Hills, MI, with 3 years of industry experience. Krisstin 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 ValueAnnual Fee
Up to $2.0M1.50%
$2M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

7 West Square Lake Road, Bloomfield Hills, MI, 48302

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Krisstin is an independent licensed insurance agent and the founder and President of New Horizon Retirement Solutions, Inc. She is also an investment adviser representative with Bridgeriver Advisors LLC.

Employment History
Current Registrations
New Horizon Retirement Advisors
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Bridgeriver Advisors LLC
July 2022 - November 2024 · 2 yrs 4 mos
State Registrations3 states
FLMITX
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.