Peter Landini is a CFP-designated registered investment advisor at Rbp Investment Advisors INC., based in Alamo, CA, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 111 clients with $170M 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 | 1.00% |
Asset management fees range up to 1.00% of the total amount of assets under management. The amount of the fee is based upon a number of factors including the amount of work involved, the assets placed under management and the types of securities and the attention needed to manage the account.
Fee Estimator
Location
3201 Danville Blvd., Suite 185, Alamo, CA, 94507
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 Activities
Peter serves as a Member of the Board and Member of the Audit Committee of iShares Delaware Trust Sponsor LLC, the sponsor of several iShares trusts. This requires minimal time commitment from Peter.
Employment History
Current Registrations
Rbp Investment Advisors INC.
Previous Registrations
Lodestar Private Asset Management LLC
London Pacific Advisors
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.