PM
PM
Peter Mcrae
23 Years of Experience
Ketchum, ID
1 Disclosure
Peter Mcrae is a registered investment advisor at Mcrae Capital Management L.L.C., based in Ketchum, ID, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 38 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
38 clients
Average Client Portfolio
$517K average
Assets Under Management
$19.7M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.38% |
| $5M+ | 1.00% |
Management fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Ketchum, ID
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2025Final
Employment History
Current Registrations
Mcrae Capital Management L.L.C.
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Mcrae Capital Management L.L.C.
December 1998 - May 2020 · 21 yrs 5 mos
State Registrations2 states
IDWA
Advisor
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
No exam information available for this advisor.