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About PETERSON CAPITAL MANAGEMENT, LLC
PETERSON CAPITAL MANAGEMENT, LLC is a financial firm that specializes in providing expert financial advice to its clients. With a team of experienced and knowledgeable advisors, they have been helping individuals and businesses achieve their financial goals for over 15 years.
How does the advisor help clients – Key Takeaways:
- Customized financial planning to meet the unique needs of each client
- Personalized investment strategies based on client’s risk tolerance and goals
- Ongoing monitoring and adjustments to ensure continued financial success
- Access to a wide range of financial services and products
Facts and Insights
As a leading financial advisor, PETERSON CAPITAL MANAGEMENT, LLC has consistently delivered exceptional service and results to their clients. Here are some facts and insights about the firm:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
PETERSON CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to address all aspects of their clients’ financial lives. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
PETERSON CAPITAL MANAGEMENT, LLC serves a diverse group of clients including:
- High-net-worth individuals
- Business owners
- Professionals
- Families
- Retirees
Fees & Compensation
PETERSON CAPITAL MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They offer a fee-based model where clients pay a percentage of their assets under management as well as an annual financial planning fee. This ensures that the advisor’s interests are aligned with the client’s success.
Background
The team at PETERSON CAPITAL MANAGEMENT, LLC is composed of highly qualified advisors with diverse backgrounds and areas of expertise. They are dedicated to providing top-notch financial advice and building long-term relationships with their clients. The firm’s founder, John Peterson, has over 20 years of experience in the financial industry and is a respected leader in the field.
Financial Advisor Disclosures to Know
As a registered investment advisor, PETERSON CAPITAL MANAGEMENT, LLC is committed to transparency and disclosure. They adhere to all regulations set by the Securities and Exchange Commission (SEC) and have a clean record with no disciplinary actions. Their Form ADV, which includes important information about the firm, is available to clients upon request.