Peterson Rogers Private Wealth (PRPW) is an investment and advisory firm offering client-centered services. PRPW provides tailored financial solutions through consultation, including financial objective determination, risk assessment, capital allocation, and investment management. PRPW serves family offices, high net worth investors, business owners, and retirement plans. Services include investment advisory, general advisory for real estate and business interests, and corporate services like retirement plan consultation. PRPW uses third-party managers and reporting through Axxcess Wealth Management.
Assets Under Management$170M
Clients87
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.5% to 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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