Peter Rowe is a registered investment advisor at Arcwood Financial, LLC, based in Phoenix, AZ, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 21 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
In addition to the Combined Annual Fee, each client account is assessed a $50 per year administrative fee by Alphastar. Alternatively, Arcwood and client may agree to a negotiated total combined fixed annual fee rate that shall not exceed 1.3% of client’s assets under management.
Fee Estimator
Location
7250 N. 16th St, Suite 104, Phoenix, AZ, 85020
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Peter owns multiple real estate rental properties and is involved with several companies, including Arcwood Financial LLC (RIA) and Sunwest HR, LLC (human resources). Peter is also involved in insurance sales and services through Balance Benefits Consulting, LLC and Sunwest Benefits Consulting Inc., including group health and life insurance.
Employment History
Current Registrations
Arcwood Financial, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
LPL Financial LLCBroker
Sammons Securities Company, LLCBroker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
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.