Fees

Investment Management Services

• First $1 million under Peterson Wealth Advisory’s management is charged at 1%

• Next $2 million under Peterson Wealth Advisory’s management is charged at 0.80%

• Above $3 million under Peterson Wealth Advisory’s management is charged at 0.50%

The minimum required portfolio for new clients is $250,000. PWA may make limited exceptions to this minimum at its discretion.

Financial Planning Services

The flat fee for Comprehensive Financial Planning services starts with a minimum fee of $3,000. The flat fee will be dependent on the complexity of the financial plan and the estimated time involved in completing the financial plan.

Limited Scope Hourly: $300 per hour