Peters Financial LLC offers portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Peters Financial also provides estate planning services through a third party. They primarily recommend mutual funds and ETFs.
Assets Under Management$7.1M
Clients74
Advisors1
Avg. per Client$96K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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