Peter Boland
Peter Boland is a registered investment advisor at Daymark Wealth Partners, LLC, based in Cincinnati, OH, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 2,107 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 1.75% for standard asset management and 2.00% for comprehensive portfolio management. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
9675 Montgomery Road, Ste 201, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Peter holds future ownership in Mobile Life Technologies through RMAT LLC. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Daymark Wealth Partners, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
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