Peterson Wealth Advisory, LLC
Assets Under Management
$32.8M
Number of Clients
70
Number of Advisors
1
Average Client AUM
$469K
AUM per Advisor
$32.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Peterson Wealth Advisory, LLC (PWA) offers investment management and financial planning services. Investment management involves continuous advice based on client needs, while financial planning covers retirement, risk management, college savings, and more. PWA primarily practices passive investment management using index ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fee schedule is negotiable.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, billed quarterly in arrears. The minimum portfolio size for new clients is $250,000, but exceptions may be made. Financial planning services are offered at an hourly rate of $300 or a flat fee starting at $3,000, depending on complexity. Retirement planning fees for plan participants are $100 per participant upon account establishment, plus ongoing management fees.
Areas of Practice
Location
186 Hwy 70 E, Crossville, TN, 38555
