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.
Assets Under Management$120M
Clients162
Advisors1
Avg. per Client$770K
Avg. per Advisor$120M
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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