Peter Emmanuel
Peter Emmanuel is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in tampa, FL, with 19 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 1,892 clients with $2.4B 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 | 2.00% |
Maximum annual fee is 2.00% of assets under management, inclusive of any independent manager's fees.
Fee Estimator
Location
15350 N. Florida Ave, tampa, FL, 33613
Get directionsHistory
Regulatory History (5)
Civil
June 2006Regulatory
June 2006Employment Separation After Allegations
September 1995Customer Dispute
August 1994Customer Dispute
April 1993Other Business Activities
Peter serves as President of Castro Builders, LLC, a construction company, since February 2018. He spends minimal time on this non-investment related activity and receives profit participation.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Hd Money, INC.
Palm State Equities, INC.Broker
First Southeastern Securities Group, IncorporatedBroker
Meridian, Dunhill & CO., INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.