Peter Fugger is a registered investment advisor at Nrg Wealth Management, based in Oro Valley, AZ, with 1 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 155 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NRG Wealth Management offers investment management services. The annual fee is a percentage of your portfolio, with a minimum annual fee of $360 for accounts under $30,000. The percentage decreases as your portfolio grows:
- $30,000 - $1,000,000: 1.25%
- $1,000,001 - $2,000,000: 1.15%
- $2,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.75%
- Over $10,000,001: Negotiable
Location
12115 North Oracle Road, Suite 151, Oro Valley, AZ, 85737
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nrg Wealth Management
State Registrations4 states
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