Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges, fixed fees, and commissions. All fees are fully disclosed and negotiable. The firm also offers fee-based financial planning services on an hourly or flat fee basis. Clients have the right to rescind the financial planning agreement without penalty within five business days of entering into such a contract. The firm does not dictate a minimum or maximum fee – all fees are reviewed by the compliance staff to confirm the legitimacy of the fees agreed upon.
Areas of Practice
Advisor Information
Office location
5793 Widewaters Parkway, Dewitt, NY, 13214
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter co-owns and operates a commercial swimming pool company, a residential swimming pool company, and short-term vacation rental properties. He also sells health insurance, life insurance, and fixed annuities, and provides oversight of Medicare health insurance plans, dedicating a significant portion of his time to these activities, as well as soliciting for an advisory service.