Peterson Investment Management manages investment portfolios for individuals and businesses, tailoring strategies to each client's needs. Peterson uses a long-term investment approach, focusing on large, successful companies and adapting to market conditions. Peterson requires limited power of attorney to manage client accounts.
Assets Under Management$100M
Clients69
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.50% |
| $2.5M+ | 0.38% |
Fees are not negotiable. 501(c)(3) charitable organizations receive a 30% discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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