Peterson Financial Group offers investment advice and financial planning services. Their process, called the Retirement Readiness Review, includes income gap analysis, risk analysis, survivorship analysis, and tax bucket analysis. They manage advisory accounts on a discretionary basis, allocating assets among equities, ETFs, cash, and mutual funds. Financial planning is included with their investment advisory services, focusing on family goals, estate planning, tax strategies, and wealth transfer.
Assets Under Management$300M
Clients522
Advisors3
Avg. per Client$570K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The wrap program fees for investment management accounts do not exceed 1.40% and will cover the cost charged by Peterson Financial Group, AEWM, any other third-party partners we utilize and the custodian (Fidelity).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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