Peterson Wealth Advisors, LLC
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)
About This Firm
Peterson Wealth Advisors (PWA) manages individually tailored investment portfolios based on clients' goals, objectives, time horizons, risk tolerance, and liquidity needs. They manage accounts on a discretionary or non-discretionary basis. PWA primarily recommends ETFs, no-load or load-waived mutual funds, and certificates of deposit, and occasionally individual equity and debt securities. PWA also offers to pay for tax preparation services for retired clients with a minimum of $1 million in assets managed by PWA.
Fee Structure
AUM-Based Fees (Tiered)
| 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 on various criteria. Discounts may be offered to family members and friends.
Fee Estimator
PWA charges a fee based on a tiered percentage of your assets under management. For example, a client with $3,000,000 in assets under management would pay an effective annual fee of 1.0%. Fees are generally directly debited from client custodial accounts quarterly in advance. Fees and account minimums are negotiable based on various criteria. PWA normally imposes a minimum account size of $1,000,000 for Portfolio Management services.
Areas of Practice
Location
360 West 920 North, Orem, UT, 84057