Advisor at Asset Strategy Advisors, LLC
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Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
Series 66
Industry experience
5 years
Peter Doherty is a Series 66-licensed financial advisor with Asset Strategy Advisors, LLC, bringing five years of industry experience. His prior roles include positions at Concorde Investment Services, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advisory work, he serves as Treasurer and board member of Gifford Shelter, a nonprofit cat shelter, where he contributes to financial strategy and fundraising. Asset Strategy Advisors, LLC is an eight-advisor team serving individual clients, including high net worth households, and sponsor-level retirement plans. The firm offers wealth management, financial planning, and retirement plan consulting with both discretionary and non-discretionary services, utilizing a variety of investment strategies and third-party platforms.
Based on Asset Strategy Advisors, LLC
Based on Asset Strategy Advisors, LLC
Fixed fees negotiated on a client-by-client basis, commonly for financial planning, with deposits typically 50% upfront
$0 - $2 million: 1.00% - 1.50% annually $2 million - $5 million: 0.75% - 1.25% annually $5 million - $10 million: 0.50% - 1.00% annually $10 million+: Negotiable
Some affiliated representatives may receive commissions on insurance and real estate products, which are separate from ASA advisory fees
Hourly fees range from $250 to $500 per hour for specific one-time services
Minimum fee: Minimum fee of $1,250 per quarter for retirement plan consulting services (subject to negotiation) Fee-only: Fees for advisory services are negotiable and generally based on assets under management, hourly fees, or fixed fees for specific services
14 West Plain St., Suite 201
Wayland, MA 01778-4470
Massachusetts
Concorde Investment Services
2023 - Present (3 years)
Asset Strategy Advisors
2023 - Present (3 years)
Park Avenue securities
2020 - Present (6 years)
Guardian life Insurance Company
2020 - 2023 (3 years)
Centropy Capital Consulting and Ops
2019 - 2020 (1 year)
Thermofisher Scientific
2019 - 2019 (1 year)
Parexel
2016 - 2018 (2 years)
Raytheon
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Cambridge, MA
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Series 65
Wayland, MA
Levin Financial Planning
Series 65
Arlington, MA
Aztec Capital LLC
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
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