Peterson Rogers Private Wealth provides tailored wealth management, investment advisory, and financial planning services to individuals, families, family offices, and business owners. Using a multi-asset class approach, the firm constructs customized portfolios utilizing stocks, bonds, exchange-traded funds, mutual funds, alternative investments, and third-party managers through an institutional platform. Peterson Rogers Private Wealth offers both discretionary and non-discretionary investment management, alongside general consulting for family office governance, business transactions, and retirement plan design.
Assets Under Management$180M
Clients87
Advisors4
Avg. per Client$2M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees typically range from 0.50% to 1.25% of assets under management and are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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