Peter Harper is a registered investment advisor at Gw Asena PTY LTD, based in West Palm Beach, FL, with 3 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
700 S. Rosemary Avenue, Ste 204, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Peter is the President of Asena Holdings, LLC and Managing Member of Drifting Ventures, LLC, both holding companies, dedicating minimal time to each. He is also the CEO/Founder of Asena Advisors, LLC (dba Asena Family Office), where he spends nearly full-time managing operations and providing advisory services.
Employment History
Current Registrations
Gw Asena PTY LTD
State Registrations2 states
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