Peter Bos is a registered investment advisor at Eastown Financial Advisors, LLC, based in Grand Rapids, MI. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 260 clients with $110M 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 $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1514 Wealthy St SE Suite 226, Grand Rapids, MI, 49506
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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
Eastown Financial Advisors, LLC
State Registrations1 state
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