Brandon Peterson is a registered investment advisor at Coppell Advisory Solutions LLC, based in Gainesville, FL, with 7 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
9127 SW 52nd Ave D-102, Gainesville, FL, 32608
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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 ActivitiesSells Insurance
Brandon is the Vice President of DTRT Advisors, providing tax preparation services and client relationship management, which takes nearly full-time hours. He is also an insurance agent for DTRT Insurance Services, focusing on Medicare and insurance planning, dedicating about 10-20% of his time, and is an enrolled agent with the IRS at Trusted Family Partners, LLC.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
State Registrations1 state
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