PK

Peter Henry Karnowski

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Peter is an owner of Quincy Wells Capital/Quincy Wells Group, a Broker Dealer, and is involved in day-to-day operations. He plans to dedicate minimal time to this activity.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
January 2022 - Present · 4 yrs
Great Point Capital LLCBroker
September 2011 - Present · 14 yrs 4 mos
Previous Registrations
Great Point Advisors, LLC
April 2020 - December 2021 · 1 yr 8 mos
Blueskye Investment Advisers, LLC
July 2019 - March 2020 · 8 mos
Great Point Advisors LLC
August 2014 - December 2018 · 4 yrs 4 mos
Great Point Advisors LLC
August 2012 - December 2013 · 1 yr 4 mos
International Assets Advisory, LLC Broker
January 2011 - September 2011 · 8 mos
Brokersxpress LLC
August 2010 - September 2012 · 2 yrs 1 mo
Brokersxpress LLCBroker
August 2010 - June 2011 · 10 mos
Jesup & Lamont Advisors
March 2010 - July 2010 · 4 mos
Jesup & Lamont Securities CORP.
June 2009 - July 2010 · 1 yr 1 mo
Jesup & Lamont Securities CORPBroker
June 2009 - July 2010 · 1 yr 1 mo
Interocean Wealth Management LLC
September 2007 - October 2009 · 2 yrs 1 mo
Interocean Securities LLCBroker
September 2007 - April 2009 · 1 yr 7 mos
Morgan Stanley & Co., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley & Co., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
July 2005 - April 2007 · 1 yr 9 mos
State Registrations5 states
CADEFLILMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.