Carl F. Petersen, Inc. offers investment management and financial planning services. They help clients with financial objectives, cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. While primarily fee-based, they may sell annuities, stocks, bonds, and other commissioned products with client consent. Investment advice is provided, but clients make the final decisions. The firm manages client assets under a limited power of attorney.
Assets Under Management$43M
Clients134
Advisors5
Avg. per Client$320K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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