Peter Kizis
Peter Kizis is a registered investment advisor at Vicus Capital, INC., based in Forty Fort, PA, with 33 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
1600 Wyoming Avenue, Forty Fort, PA, 18704
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1997Other Business ActivitiesSells Insurance
Peter is a licensed insurance agent since 1997, selling life, accident, health, disability, annuities, and long-term care products, dedicating full-time hours to this. He is also an investment advisory representative at Vicus Capital, Inc. since 2022, spending full-time hours per week on asset management.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Walnut Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.