Peter Brangwin is a CFP-designated registered investment advisor at The Green Group Finance, LLC, based in Lawrenceville, GA, with 1 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $730K 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 | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Contact
Peter Brangwin
Location
368 W. Pike St., Suite 205, Lawrenceville, GA, 30046
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 →Other Business Activities
Peter is the President of Accounting and Tax Solutions, LLC d.b.a The Green Group, providing tax and accounting services. He dedicates about half of his time to this business, with a significant portion occurring during securities trading hours.
Employment History
Current Registrations
The Green Group Finance, LLC
State Registrations1 state
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