Santori & Peters offers personalized investment advice and financial planning to individuals and pension/profit sharing plans. Services include portfolio management, retirement planning, and financial consultations tailored to individual client needs. Santori & Peters monitors portfolios and rebalances them as needed. They may recommend third-party investment advisors and will monitor their performance. Clients grant Santori & Peters discretionary authority to manage accounts.
Assets Under Management$390M
Clients203
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$97M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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