Peter Christakos
Peter Christakos is a registered investment advisor at Westfield Wealth Management, LLC, based in Westfield, NJ, with 22 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, High Net Worth, Investment Management, and 2 more. Their firm serves 78 clients with $89M 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% |
Annual fees range up to 1.00% of investable assets and the client’s fee is specified and agreed upon in the client’s investment advisory agreement prior to any services being provided. The amount of the fee is negotiated on a case by case basis.
Fee Estimator
Location
415 South Ave., West, Westfield, NJ, 07090
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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
Peter is involved in several business activities, including real estate sales, owning a CPA firm (Christakos & Co.), and owning Westfield Wealth Management, LLC. He also serves as VP of Sales for Westfield Benefit Services, LLC, which offers employee benefits and insurance.
Employment History
Current Registrations
Westfield Wealth Management, LLC
Previous Registrations
Christakos Financial Group, LLC
Wachovia Securities Financial Network, INC.
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.