Post Investment Management | Financial Advisor in Charlotte ,VT

294 Clark Rd.
Charlotte, VT 05445

Financial Planning + Wealth Management


About

Post Investment Management specializes in developing comprehensive financial plans including implementation of investments and strategies tailored to meet your financial and personal goals. We bring together all aspects of your financial life with particular attention to your long-term goals and risk tolerance level and then allocate your assets among various classes of investments. Although risk can never be eliminated without eliminating reward, choosing diverse investments, can reduce the risk of the whole portfolio. Once this optimized allocation is determined, we select individual investments in each class. These also are chosen for their balance of return and risk and are often mutual funds because of the diversity of holdings within the funds. As a registered investment advisor paid by you for advice, we are free to give it with no other influences. Compensation is based on time spent or on a percentage of the assets that we manage for you. We receive no commissions or any other sales related compensation.

14 Years of Experience



General Information
Firm Start Year:   1996
Insurance License#:   73474 - VT
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   Vermont + New York
Number of Years with Current Firm:   14
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Stocks , Mutual Funds , Bonds , Annuities
I can meet clients in the following ways:   Via email , At your home , At your office , At my office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Vermont , Life , Variable Annuity , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA) , National Association of Personal Financial Advisors (NAPFA)


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly , Flat Fee , Based on Assets
Fee % Based on Assets:   graduated
Hourly Rate:   $135
Additional Details on Charges:   Annual Fee as Percentage of Assets Schedule
Portfolio Level Percentage
Up to $150,000 1.50% (Min Fee = $1500)
Next $850,000 1.00%
Next $2,000,000 .85%
Next $7,000,000 .75%
$10,000,001 and Above .40%
Minimum Fee Charged for Managed Accounts:   $1,500/yr



FAQs

  • What are your qualifications? What is your education background? Peter W. Post is a CERTIFIED FINANCIAL PLANNER? certificant, a NAPFA Registered Financial Advisor, and a Registered Investment Advisor. He graduated from Middlebury College with a BA in 1972 and also received a BS from the University Of Vermont. He has been providing financial and investment advice to clients since 1996
  • What is your approach to financial planning? FEE-Only Comprehensive Financial Planning and Investment Management. We work closely with clients to develop a financial goal plan that fits their personal situations.
  • What services do you offer? Hourly and Project based Financial Planning, College Funding Advisory Services, Comprehensive Financial Planning, Investment Management + Consulting, Wealth Management
  • Will you be the only person working with me? Peter Post personally works directly with clients in all planning and investment activities.
  • How are you compensated? How will I pay for your services? We are FEE-ONLY advisors and sell no products. We receive NO COMMISSION or sales related compensation. You pay us for our advice only by an hourly or project fee or by a fee based on a percentage of assets under our supervision.
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DISCLAIMER

Peter W. Post is a CERTIFIED FINANCIAL PLANNER? certificant and a NAPFA Registered Financial Advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER? and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. NAPFA, the National Association of Personal Financial Advisors, is the nation?s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Post Investment Management/Peter W. Post is a Registered Investment Advisor. A copy of our investment adviser statement Form ADV II is available upon request. Please let us know if you would like a copy.

Peter Post

Peter Post

CERTIFIED FINANCIAL PLANNER™ Certificant, NAPFA Registered Financial Advisor

Communities Served

All

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM