Jeffrey Petersen is a registered investment advisor at Willow Grove Advisors, LLC, based in Berkeley, CA, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 187 clients with $300M 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 | 1.10% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.07% |
| $40M+ | 0.07% |
Fees on assets greater than $40 million are negotiable. The firm sponsors a wrap fee program.
Fee Estimator
Location
2040 Bancroft Way, Suite 201, Berkeley, CA, 94704
Get directionsHistory
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 →Employment History
Current Registrations
Willow Grove Advisors, LLC
Previous Registrations
Bay Willow Advisers, LLC
State Registrations2 states
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.