Peterson Garrett, LLC provides investment advice and manages client portfolios. Peterson Garrett determines investment strategies, selects investments, allocates assets, and monitors portfolios based on individual client goals, time horizons, objectives, and risk tolerance. Peterson Garrett does not have authority to make trades without client approval.
Assets Under Management$6.9M
Clients13
Advisors1
Avg. per Client$530K
Avg. per Advisor$6.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.3M | 1.50% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
In addition to the annual fee, Peterson Garrett also charges 30% of the capital gains or capital appreciation of the assets in the account on a quarterly basis, subject to a minimum annualized return of 10%. The annual fee may be negotiable based on several factors, including "grandfathered" accounts and related accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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