Peterson Wealth Advisory (PWA) manages investment portfolios and offers financial planning services. PWA works with clients to establish financial goals and creates investment plans based on their individual needs, risk tolerance, and time horizon. PWA also provides project-based financial planning services covering retirement, risk management, college savings, and estate planning.
Assets Under Management$33M
Clients70
AdvisorsN/A
Avg. per Client$470K
Avg. per AdvisorN/A
www.facebook.com/pwaplanner ·www.petersonwealthadvisory.com ·www.linkedin.com/in/chris-peterson-74760b286
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fee schedule is negotiable. Clients who initiated services with PWA prior to any revised fee schedule will be grandfathered in under the pre-existing fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.