Peter Ta is a registered investment advisor at Ttp Investments, INC., based in San Jose, CA, with 2 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 377 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
0.90% for Growth Portfolio Assets, 0.90% for Balanced Portfolio Assets, 0.50% for Conservative Portfolio Assets
Fee Estimator
Location
1978 the Alameda, San Jose, CA, 95126
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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
Ttp Investments, INC.
State Registrations4 states
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