Peter Orth is a registered investment advisor at Liberty One Investment Management, based in Wilmington, NC, with 33 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $1.1B 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 | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.
Fee Estimator
Location
Wilmington, NC
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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 a salaried employee at 818 Capital Group, LLC, a customer service/payroll company, working full-time. He also works at Liberty One Investment Management, LLC as a Business Development Team member, dedicating most of his time to this role.
Employment History
Current Registrations
Liberty One Investment Management
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Oak Ridge Investments, INC.Broker
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.
Exams
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