Advisor at Companion Portfolio Management
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Firm
Companion Portfolio Management
Location
Sequim, WA 98382
Credentials
Series 63, Series 65
Industry experience
26 years
Peter Haglin is the sole advisor at Companion Portfolio Management, an independent registered investment adviser based in Sequim, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 16 years with his current firm. Companion Portfolio Management provides discretionary investment supervisory services to individuals, trusts, businesses, and their employees, tailoring portfolios to clients’ goals, time horizons, and risk tolerances. The firm applies a top-down approach combined with modern portfolio theory, utilizing a range of securities including stocks, bonds, mutual funds, ETFs, and alternative assets, and serves a mix of individual, institutional, and charitable organization clients.
Based on Companion Portfolio Management
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Greater than $10,000,000+: 0.50%
224 West Washington St. #201
Sequim, WA 98382
Washington
Companion Portfolio Management, Inc.
2010 - Present (16 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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