Peterson Wealth Advisors (PWA) manages investment portfolios for individuals and businesses. PWA creates personalized investment plans based on your goals, risk tolerance, and financial situation. PWA can manage accounts with or without asking for your permission before each trade. PWA primarily recommends exchange-traded funds, but may also suggest mutual funds, certificates of deposit, and cryptocurrency.
Assets Under Management$830M
Clients667
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$69M
www.petersonwealth.com ·www.facebook.com/retirementincomeplanners ·www.linkedin.com/company/peterson-wealth-advisors
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees and account minimums are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, competitive considerations, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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