Peter Messina is a CFP-designated registered investment advisor at Abg Consultants, based in Cottonwood Heights, UT, with 11 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,898 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ABG Consultants charges a fee based on the value of your portfolio, ranging from 0.20% to 1.00% per year. This fee is calculated at the end of each quarter. The specific fee is detailed in your advisory agreement.
Location
6975 Union Park Ctr, Suite 644, Cottonwood Heights, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abg Consultants
State Registrations1 state
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