Kurtis Petersons is a registered investment advisor at R M Davis INC, based in Portland, ME. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,373 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.35% |
Charitable organizations, municipalities, or certain approved non-profit organizations, at the discretion of the Company, are sometimes offered up to a 20% discount on the Standard Management Fees. The Company reserves flexibility to negotiate deviations from the standard fee schedule.
Fee Estimator
Location
24 City Center, Portland, ME, 04101-4069
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Regulatory History
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 Activities
Kurtis is a partner/owner in Ocean Ox Management LLC, a property management business started in August 2023. He dedicates a few hours per week to managing office condo suites, including rent collection, invoice payments, and property maintenance.
Employment History
Current Registrations
R M Davis INC
State Registrations1 state
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