Peterson Wealth Management offers investment management and financial planning services. As a fiduciary, Peterson Wealth Management aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. Services include comprehensive portfolio management and standalone financial planning and consulting. The firm manages investments on a discretionary basis.
Assets Under Management$220M
Clients1,051
Advisors3
Avg. per Client$210K
Avg. per Advisor$74M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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