Peter Signori is a registered investment advisor at Beckerman Wealth, based in Bronxville, NY, with 12 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 175 clients with $250M 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% |
Fees are negotiable and range from 0.50% to 1.00% per annum.
Fee Estimator
Location
Bronxville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beckerman Wealth
State Registrations1 state
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