Assets Under Management
$688.7M
Number of Clients
625
Number of Advisors
10
Average Client AUM
$1.1M
AUM per Advisor
$68.9M
Compensation
Fee-Only (AUM)
Peterson Wealth Advisors (PWA) manages individually tailored investment portfolios based on client's goals, objectives, risk tolerance, and liquidity needs. They manage accounts on a discretionary or non-discretionary basis. PWA primarily recommends ETFs, no-load mutual funds, and CDs, and occasionally individual equity and debt securities. PWA also offers tax preparation services to retired clients with over $1 million in assets under management.
| Assets Under Management | 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.
360 West 920 North, Orem, UT, 84057