Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $125K | 1.00% |
| $125K - $375K | 0.90% |
| $375K - $875K | 0.80% |
| $875K - $1.9M | 0.70% |
| $1.9M - $3.9M | 0.60% |
| $3.9M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Wealth management fees are based on a percentage of assets under management, billed quarterly. For hourly consulting, the rate is up to $150 per hour, and an estimate will be provided beforehand. Fees may be negotiable. The firm requires each client to develop a financial plan or investment plan before investment recommendations are made.
Areas of Practice
Advisor Information
Office location
319A Southbridge St, Ste 201, Auburn, MA, 01501
Get directionsRegulatory 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 ActivitiesSells Insurance
Peter is involved in insurance sales and service as a sole proprietor since 2009, focusing on fixed rate annuities, life insurance, and LTC insurance, dedicating a few hours per week. He is also the Owner/CEO of Apogee Strong Central Massachusetts, LLC, involved in insurance sales and service, dedicating minimal time.