Peter Deacon is a CFP-designated registered investment advisor at Forrest Financial Services, based in Windsor Heights, IA, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 100 clients with $130M 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 $100K | 1.00% |
| $100K - $200K | 0.95% |
| $200K - $350K | 0.89% |
| $350K - $600K | 0.81% |
| $600K - $1.0M | 0.73% |
| $1.0M - $2.0M | 0.64% |
| $2.0M - $3.0M | 0.59% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
6611 University Ave, # 201, Windsor Heights, IA, 50311
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Forrest Financial Services
State Registrations1 state
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