Question 1

What services does Kenneth Burton Petersen offer?

Accepted Answer

Kenneth Burton Petersen specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.

Question 2

What are Kenneth Burton Petersen's credentials?

Accepted Answer

Kenneth Burton Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Kenneth Burton Petersen located?

Accepted Answer

Kenneth Burton Petersen is based in MONTEREY, California, working with MONTEREY PRIVATE WEALTH, INC.. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.

Question 4

How does Kenneth Burton Petersen charge for services?

Accepted Answer

Kenneth Burton Petersen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is MONTEREY PRIVATE WEALTH, INC.?

Accepted Answer

MONTEREY PRIVATE WEALTH, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Kenneth Burton Petersen

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