Peter Heilbron is a CFA-designated registered investment advisor at Trace Wealth Advisors, based in Los Angeles, CA, with 14 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 1 more. Their firm serves 61 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trace Wealth Advisors charges up to 0.40% of the market value of your portfolio annually for investment management. This fee is billed quarterly in advance, based on the balance at the end of the billing period. The fee may be negotiable depending on your circumstances. Family members' account values may be combined to potentially reduce the fee. You can terminate the agreement with 30 days' notice and receive a prorated refund of unearned fees.
Location
Los Angeles, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Employment History
Current Registrations
Trace Wealth Advisors
Previous Registrations
LPL Financial LLC
RBC Capital Markets, LLC
Citigroup Global Markets INC.
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.