Amidon & Petersen Financials provides personalized investment advice and financial planning services. They work with individuals, pension plans, trusts, and businesses. Services include financial planning, portfolio management, and selection of other advisors. The firm tailors its advice to each client's individual needs and objectives.
Assets Under Management$37M
Clients92
Advisors1
Avg. per Client$400K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Schedule is for equities/mutual funds. Bond fees are lower. Program fees are lower. Family accounts may be combined to qualify for lower fees. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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