Peter Kitzerow is a ChFC-designated registered investment advisor at Quincy Wells Advisors, LLC, based in Monroe, NC, with 42 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 247 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quincy Wells Advisors tailors its investment management fees to each client, offering options that include percentage of portfolio assets, hourly charges, flat fees, or a combination. Fees are generally billed in advance based on the average daily balance of the account, though initial monthly fees are billed in the following month. The firm notes that total annual compensation, when combined with transaction-based or affiliate fees, generally does not exceed 2.5%. There are no mandatory minimum account sizes or minimum annual fees required to work with the firm.
Location
Monroe, NC
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 Activities
Peter is the president of Free Market Financial, Inc., focusing on RIA operations. He dedicates about a quarter of his time to this role.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Quincy Wells Capital, LLC
Quincy Wells Capital, LLCBroker
Previous Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Freedom Investment Management, INC.
Matson Money, INC.
Provident Wealth Advisors, LLC
Free Market Financial, INC.
Southern Trust Securites Asset Management, INC.
Southern Trust Securities, INC.Broker
Cis Asset Management, INC
Capital Investment Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Cigna Securities, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
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.
Exams
More Advisors
- Richard Croffut, ChFCEdward Jones
- Robin Griffin, ChFCEsi Financial Advisors
- Kristopher Roper, CFPFortress Private Ledger, LLC
- David Smith, ChFCEdward Jones
- Terry Estes, CFP
- Dylan Hales, CFPEdward Jones