Peterson Wealth Services offers customized investment management and financial planning to small business owners, divorcees, retirees, high net worth individuals, and financially independent women. Peterson Wealth manages investments on a discretionary or non-discretionary basis, allocating assets among equities, ETFs, and mutual funds. They also offer financial planning services covering estate, tax, charitable, cash flow, and wealth transfer objectives, partnering with other advisors like CPAs and estate attorneys.
Assets Under Management$530M
Clients453
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable based on the size of the relationship, services offered, and complexity of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...