Peters Wealth Group offers wealth management services that include financial planning and portfolio management. Financial plans may include cash flow, retirement, insurance, education savings, and estate analysis. The firm uses model portfolios and monitors accounts regularly, rebalancing as needed. Portfolio management is offered on a discretionary basis, but non-discretionary services may be available in limited circumstances. The firm may recommend third-party investment advisors.
Fee Structure
Peters Wealth Group charges for wealth management services using either an asset-based fee, a fixed fee, or an hourly fee. The asset-based fee is a maximum of 1.5% of the value of your investments, charged monthly. The fixed fee is a maximum of $10,000 annually, payable monthly in advance. The hourly fee is a maximum of $500 per hour, payable monthly. These fees are negotiable. If a third-party investment advisor is used, the total fees paid to Peters Wealth Group and the third-party advisor will not exceed 2.0% of the assets managed.