Petersen Hastings offers investment management, investment consultation, financial planning, retirement plan consulting, and trust administration. They create personalized investment portfolios based on your goals, assets, and risk tolerance. For smaller accounts, they offer customized investment management through a digital platform. They primarily recommend low-cost mutual funds and do not engage in market timing.
Assets Under Management$1.3B
Clients1,123
Advisors20
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12
Petersen Hastings charges a percentage of your portfolio's value for investment management. The rate varies depending on the account type and the amount you invest.
Managed Accounts with Financial Planning:
- Fees range from 1.20% annually on the first $500,000, down to 0.20% annually on amounts over $50,000,000.
- There is a $2,000 minimum annual fee.
Managed Accounts without Financial Planning:
- 0.50% annually
- There is a $12 minimum annual fee.
Retirement Plan and Charitable Foundation Accounts:
- Fees range from 0.80% annually on the first $5,000,000, down to 0.15% annually on amounts over $100,000,000.
- There is a $1,000 minimum annual fee.
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