Michael
Peters
Captrust
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About this Advisor
Michael Peters is a certified financial planner operating out of Bethlehem, Pennsylvania who has 4 years of relevant experience. Peters is an advisor for Captrust. Over the course of their career, they have held roles at Mcqueen, Ball & Associates, Inc and Captrust. Peters is approved to operate in Pennsylvania. Captrust is a business operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 employees. It controls $715 billion in total assets among its 76,254 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 accounts, 33% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by Captrust most likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Peters Work History
Michael has been registered as a financial advisor for 4 years.*
Captrust
Mcqueen, Ball & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Peters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Clarkston, MI
Brentwood, TN
Bethlehem, PA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
