John Matthew Peterson
Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 2.00% |
| Next $500,000 | 1.75% |
| Next $1,500,000 | 1.50% |
| Over $2,500,000 | — |
Firm-stated minimum; may be waived at the firm's discretion.
COPPELL ADVISORY SOLUTIONS LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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