Petersen Hastings Wealth Advisors provides investment management, financial planning, retirement plan consulting, and trust administration services. The firm primarily uses a passive investment approach based on Modern Portfolio Theory, focusing on low-cost mutual funds and exchange-traded funds to build diversified portfolios. Petersen Hastings works with individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes controlling investment fees, expenses, and taxes, and generally avoids individual stocks and bonds unless specifically requested or held prior to the engagement. For accounts without financial planning or smaller portfolios, Petersen Hastings offers digital platform options and digital strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fees are negotiable in certain circumstances. Separate schedules apply to retirement plans, charitable foundations, and digital accounts without financial planning.