Peterson Cenerino is a registered investment advisor at Proxy Wealth Advisors LLC, based in Orlando, FL, with 2 years of industry experience. Peterson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 614 clients with $83M 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 | 2.00% |
Management fees are up to 2% and are negotiated at the firm's sole discretion based on account size, strategy, and complexity. An additional 0.30% platform fee may be added when using specific software.
Fee Estimator
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peterson is the owner of PIS Representations LLC, an information technology consulting business, since 2018. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Proxy Wealth Advisors LLC
State Registrations1 state
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
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