A complete list of active advisors currently associated with Peterson Garrett, LLC

Warmer can help you find a great advisor at Peterson Garrett, LLC or one who fits your needs even better.

Peterson Garrett, LLC provides non-discretionary direct asset management and ongoing portfolio management services to individual advisory clients, working with clients to identify investment goals, time horizons, objectives, and risk tolerance. The firm oversees approximately $3 million in client assets across a small roster (about nine clients) and delivers regular account reporting through a third‑party custodian (Charles Schwab is identified in the agreement). The advisor’s agreement requires client approval on each transaction and documents client‑specific investment policy statements and authorized persons, reflecting an account‑by‑account, consultative approach. Compensation combines an asset‑based advisory fee with a performance‑based component tied to capital appreciation; that performance component is governed by a high‑water‑mark and a minimum return hurdle before performance fees are payable. The presence of a performance fee together with mainly non‑discretionary management is an uncommon combination for independent firms and may result in more individualized negotiations and monitoring at the account level. The agreement also contemplates directed brokerage, allocation of investment opportunities among clients, and standard arbitration and confidentiality provisions that affect execution and client communications.

To learn more about the advisors currently working at Peterson Garrett, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Cyril Peterson	Los Angeles, CA	19

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