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Peter Vick

Monere Wealth Management, INC.
40 Years of Experience
Schaumburg, IL
2 DisclosuresBroker
View SEC Summary
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Peter Vick is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 40 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 500 clients with $310M in assets under management.

Monere Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
500 clients
Average Client Portfolio
$624K average
Assets Under Management
$312.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annualized advisory fee is 3.00%. Fees are negotiable and vary by tier as agreed in the client advisory contract.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2012
Closed-No Action
Customer Dispute
January 1989
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 11 yrs 5 mos
Monere Investments, INC.Broker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
David A. Noyes & Company
May 2007 - April 2015 · 7 yrs 11 mos
David A. Noyes & CompanyBroker
April 1997 - April 2015 · 18 yrs
M B Vick & CompanyBroker
November 1985 - May 1997 · 11 yrs 6 mos
State Registrations23 states
AZCACODCFLGAIAILMAMDMIMNMONCNENYORPATXVAVirgin IslandsWAWI
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.
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