Peterson Financial Services LLC
Assets Under Management
$124.0M
Number of Clients
162
Number of Advisors
1
Avg. Portfolio per Client
$766K
Avg. Managed per Advisor
$124.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Peterson Financial Services manages investment portfolios for individuals, retirement plans, corporations, and trusts, focusing on mainstream investments like stocks, bonds, and exchange-traded funds. They tailor advice to each client based on a profile questionnaire that assesses risk tolerance and investment experience. The firm uses both fundamental and technical analysis to manage portfolios. Peterson Financial Services does not custody client funds.
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location
1726 Clarkson Street, Denver, CO, 80218