Ronald Peters
Ronald Peters is a CFP, ChFC-designated registered investment advisor at Vicus Capital, INC., based in Grove City, PA, with 40 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.
Fee Estimator
Location
4 Village Park Dr Ste 170, Grove City, PA, 16127
Get directionsHistory
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.
Exams
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