Peterson Rogers Private Wealth, LLC
Assets Under Management
$165.7M
Number of Clients
87
Number of Advisors
3
Average Client AUM
$1.9M
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)
About This Firm
Peterson Rogers Private Wealth, LLC (PRPW) is an independent investment and advisory firm that is client-centered in its mission. PRPW services its clients through a Third-Party Asset Management Platform (”TAMP”) administered by Axxcess Wealth Management, LLC. PRPW provides advice through consultation with the client, which may include determination of financial objectives, risk assessment, risk management, capital allocation and budgeting, identification of financial problems, cash flow management, strategic planning, investment management, retirement plan design, installation, and management.
Fee Structure
Investment advisory fees are negotiable and typically range from 0.5% to 1.25% annually based on assets under management. Fees are payable monthly in arrears. Some clients may pay fees on certain assets or accounts but not others. Account values of family members may be combined to determine the applicable advisory fee. The firm does not have an account minimum but reserves the right to accept or decline a potential client. Clients also pay other fees and expenses in connection with their investments, such as TPM fees, private fund manager fees, and trading costs.
Areas of Practice
Location
5305 S Highland Drive, Suite 100, Salt Lake City, UT, 84117