PJ
PJ
Peter Jacavone
41 Years of Experience
Providence, RI
1 DisclosureBroker
Peter Jacavone is a registered investment advisor at Barrett & Company, based in Providence, RI, with 41 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 601 clients with $530M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
601 clients
Average Client Portfolio
$881K average
Assets Under Management
$529.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
42 Weybosset St, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Settled
Employment History
Current Registrations
Barrett & Company
August 2015 - Present · 10 yrs 9 mos
Barrett & CompanyBroker
December 1995 - Present · 30 yrs 5 mos
Previous Registrations
American Securities & Research CorporationBroker
November 1989 - December 1995 · 6 yrs 1 mo
Cambridge-Newport Company (the)Broker
July 1988 - December 1989 · 1 yr 5 mos
First Investors CorporationBroker
April 1984 - July 1988 · 4 yrs 3 mos
State Registrations13 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.