Peter Kizis
Peter Kizis is a registered investment advisor at Vicus Capital, INC., based in Forty Fort, PA, with 34 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.
Fee Estimator
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.