Peter Xenias
Peter Xenias is a CFP, ChFC-designated registered investment advisor at Prosperity Wealth Management, INC., based in Lancaster, PA, with 43 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
653 West Chestnut St. 1st Fl, Lancaster, PA, 17603
Get directionsHistory
Regulatory History
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 owns rental properties with his wife and is also an insurance agent selling life, health, disability, and annuity products, dedicating a few hours per week. Additionally, Peter is a shareholder with Changing Times Financial Planners, Inc., and an IAR with Prosperity Wealth Mgmt, spending minimal time on this activity.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Hackett Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
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