Amidon & Petersen Financials, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,564,937
Total clients
92
17% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
92
Average account size
$397,445
Client services
Fee options
Fixed fee $250 for basic financial plan; negotiable based on complexity and scope.
$0 - $249,999.99: 1.20% (Equities/Mutual Funds) $0 - $249,999.99: 0.85% (Bonds) $0 - $249,999.99: 0.30% (Program Fee) $250,000 - $499,999.99: 1.10% (Equities/Mutual Funds) $250,000 - $499,999.99: 0.80% (Bonds) $250,000 - $499,999.99: 0.30% (Program Fee) $500,000 - $749,999.99: 1.00% (Equities/Mutual Funds) $500,000 - $749,999.99: 0.725% (Bonds) $500,000 - $749,999.99: 0.20% (Program Fee) $750,000 - $999,999.99: 0.90% (Equities/Mutual Funds) $750,000 - $999,999.99: 0.65% (Bonds) $750,000 - $999,999.99: 0.20% (Program Fee) $1,000,000+: 0.75% (Equities/Mutual Funds) $1,000,000+: 0.55% (Bonds) $1,000,000+: 0.20% (Program Fee)
$200 per hour for complex financial planning and consulting services; negotiable.
Account minimum: $40,000 normal minimum for Direct Asset program; $10,000 minimum for single Model strategy; $2,500 minimum for Index Program Fee-only: Fixed fee $250 for basic financial plan (negotiable); hourly rate $200/hour (negotiable) for complex planning and consulting; $100 fee if portfolio management assets under $50,000; fee waived if assets $50,000 or more or commissionable products purchased.
Disclosures
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