JP
CFP
JP
CFP

John David Peterson

27 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$87.0M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.85%
$500K - $2.0M0.55%
$2.0M - $5.0M0.40%
$5M+0.30%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Research Court, Suite 450, Rockville, MD, 20850

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cwm Financial Group, INC.
August 1998 - Present · 27 yrs 6 mos
State Registrations3 states
DCMDVA
Advisor
Exams
No exam information available for this advisor.