Peter Succoso
Peter Succoso is a registered investment advisor at Sherpa Capital Management, based in Jupiter, FL, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 142 clients with $110M 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 $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees may be negotiable. Accounts for family members may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
Jupiter, FL
Get directionsHistory
Regulatory History (1)
Regulatory
June 2024Other Business ActivitiesSells Insurance
Peter is involved in several outside business activities, including serving on the board of Hockessin Montessori School, owning Sherpa Consulting Group, and acting as president of Ocean Trail V HOA. He also works as an agent for Sherpa Insurance and a life coach/financial planner for Sherpa Financial Services.
Employment History
Current Registrations
Sherpa Capital Management
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Pan-American Financial AdvisersBroker
American Capital CorporationBroker
Cantor, Weiss & Friedner, INC.Broker
State Registrations24 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.