Ronald Peters
Ronald Peters is a CFP, ChFC-designated registered investment advisor at Vicus Capital, INC., based in Grove City, PA, with 39 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
4 Village Park Dr Ste 170, Grove City, PA, 16127
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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
Ronald is an independent insurance agent selling various insurance products since 1976, dedicating a significant amount of time to securities trading. He also works as a financial advisor through Iron Point Financial (full-time) and Vicus Capital (about 10-20% of his time), and is an elected board member for a non-profit (minimal time).
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Strategic Lifestyle Advisors, INC.
Vantage Financial Group, INC.
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Janney Montgomery Scott INC.Broker
Richards, Lynch & Pegher, INC.Broker
C.A.L. Investment Services INC.Broker
State Registrations10 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.