Dean Peterson Capital Management offers investment advice and manages investment portfolios for individuals, high net worth individuals, and small businesses. They work with clients to develop a custom portfolio based on their financial situation, goals, and risk tolerance. They monitor accounts, trade as necessary, and communicate regularly with clients. The firm manages assets on a discretionary basis.
Assets Under Management$5.7M
Clients7
Advisors1
Avg. per Client$810K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Dean Peterson Capital Management manages your investments for a fee based on the amount of money you invest. The fees are charged quarterly, based on the ending balance of your account.
Here are the fee ranges:
- $0 - $500,000: 0.60% to 1.00% per year
- $500,001 and above: 0.50% to 0.85% per year
The fees may be negotiable based on certain circumstances.
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