Peterson Wealth Management provides investment and wealth management services to individuals, researching businesses and investing in stocks, bonds, and other securities using an absolute value approach. They also offer financial analysis and planning, including 401(k) and 403(b) investment advice for non-investment management clients. Additionally, they advise businesses on 401(k) plan investment choices and allocations.
Assets Under Management$50M
Clients95
Advisors1
Avg. per Client$530K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...