Peterson Wealth Advisory, LLC
Assets Under Management
$32.8M
Number of Clients
70
Number of Advisors
1
Average Client AUM
$469K
AUM per Advisor
$32.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Peterson Wealth Advisory, LLC (PWA) offers investment management and financial planning services. Investment management involves continuous advice based on individual client needs. Financial planning covers retirement, risk management, college savings, and more. PWA primarily practices passive investment management using index ETFs.
Fee Structure
Minimum Investment:$250K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
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Location
186 Hwy 70 E, Crossville, TN, 38555
