Peter Babilla
Peter Babilla is a CFP-designated registered investment advisor at Vertex Partners, based in Downers Grove, IL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 819 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vertex Partners offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance.
Location
3000 Woodcreek Drive, Suite 100, Downers Grove, IL, 60515
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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 ActivitiesSells Insurance
Peter is involved in several business activities, including Highpoint Planning Partners LLC (DBA for LPL business), Avant Holistic Wealth Management (for tax/investment purposes only), Ohio National Life (non-variable insurance), Capitas Financial Midwest, LLC (non-variable insurance), and Vertex Partners LLC (Registered Investment Advisor Hybrid). He dedicates full-time hours to Vertex Partners LLC and a few hours per week to Ohio National Life and minimal time to Capitas Financial Midwest, LLC.
Employment History
Current Registrations
Vertex Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Cibc World Markets CORP.Broker
Bear, Stearns & CO. INC.Broker
Union Planters Investment Bankers Group, INC.Broker
Plansmith Securities,inc.Broker
Pruco Securities CorporationBroker
State Registrations21 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.