Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a Client-by-Client basis.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, determined on a client-by-client basis, not exceeding 2.25%. If a third-party money manager is used, clients will incur a separate fee charged by that manager. Financial planning and consulting fees are either flat ($500-$10,000) or hourly ($175-$250/hour). Flat fees can also be calculated as a percentage of assets under management (0.20%-0.50%).
Areas of Practice
Advisor Information
Office location
Brookfield, WI
Get directionsRegulatory History (2)
Regulatory
November 2024Employment Separation After Allegations
February 2023Other Business ActivitiesSells Insurance
Peter is an investment advisor at TCFG Investment Advisors, LLC and works full-time during trading hours. He also works full-time during trading hours at TCFG Insurance Solutions LLC, selling variable and fixed insurance, and jointly owns rental property with a sibling.