Peterson Wealth Advisors builds and manages tailored investment portfolios for individuals, trusts, estates, and business entities. The firm focuses on continuous portfolio management using strategies such as long-term and short-term purchases, direct indexing, and cryptocurrency investments. Peterson Wealth Advisors operates as a registered investment advisor and is legally required to act in your best interest. The firm tailors its services through personal consultations to understand your goals, risk tolerance, and time horizon. In addition to managing investments, Peterson Wealth Advisors offers a unique benefit where they cover third-party tax preparation costs for retired clients who maintain at least $1 million in managed assets. The firm works with major brokerage custodians like Charles Schwab and Fidelity to hold and safeguard client funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees and account minimums are negotiable based on factors such as anticipated future assets, account composition, and competitive considerations. Discounts may be offered to family and friends.