M Peterson is a registered investment advisor at Peterson Rogers Private Wealth, LLC, based in Salt Lake City, UT, with 43 years of industry experience. M operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 87 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.5% to 1.25% annually.
Fee Estimator
Location
5305 S Highland Drive, Suite 100, Salt Lake City, UT, 84117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
M is an advisory board member for Cancierge Foundation/Community Foundation of Utah, a charitable organization, since 2014. M spends a few hours per week soliciting donations and overseeing the organization.
Employment History
Current Registrations
Peterson Rogers Private Wealth, LLC
Previous Registrations
Maddix Holdings
Axxcess Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Paine, Webber, Jackson & Curtis INC.Broker
R.L. Smith & Associates, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.