Peter Walton is a registered investment advisor at 7pw Wealth, LLC, based in Davidson, NC, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 41 clients with $30M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
Davidson, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Peter is the CEO/President of 7PW Consulting, LLC, a business consulting firm. He spends a few hours per week as a consultant for project-based engagements.
Employment History
Current Registrations
7pw Wealth, LLC
Previous Registrations
Greerwalker Wealth LLC
Traverse Wealth
Morgan Stanley Smith Barney LLC
State Registrations2 states
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