Peter Konrad is a registered investment advisor at Ifc, based in Auburn, CA, with 10 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,050 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 | 1.50% |
Fees are negotiable based on factors such as anticipated future earnings capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, and account composition.
Fee Estimator
Location
102 El Dorado St., Auburn, CA, 95603
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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 Activities
Peter is the president of Konrad Auto Group, LLC, an auto sales business, dedicating a few hours per week. He also serves as president of Upper Hand, Inc., a charitable organization, spending minimal time on this activity.
Employment History
Current Registrations
Ifc
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.
Exams
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