Peterkin Financial offers investment advisory services to individuals, high net worth individuals, trusts, estates, and small businesses. They integrate financial planning with investment advice, working with clients to understand their goals and recommend independent money managers to implement investment strategies. Peterkin Financial monitors these managers and client portfolios, but clients must approve the selected managers and enter into separate agreements with them. Peterkin Financial also offers financial planning services for a fixed fee.
Fee Structure
Peterkin Financial recommends independent money managers to handle your investments. You'll pay Peterkin Financial up to 1% of your portfolio's value each year, depending on the complexity of your situation and the amount you invest. This fee may be negotiable. In some cases, Peterkin Financial may charge a fixed annual fee, payable quarterly, not exceeding 1% annually. You'll also pay a separate fee to the independent money manager, typically ranging from 0.35% to 0.60% annually. The total fees charged by both parties will not exceed 3% of assets under management per year. Peterkin Financial's fee is exclusive of brokerage fees and other related costs.