Peter Mcglynn is a registered investment advisor at Renew Family Wealth, based in Jupiter, FL, with 32 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $94M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
1 S. Coastal Way, Unit 104, Jupiter, FL, 33477
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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 works as a registered representative for Third Seven Capital, LLC, a broker-dealer. This investment-related activity in New York takes nearly full-time hours.
Employment History
Current Registrations
Renew Family Wealth
Third Seven Capital LLC
Third Seven Capital LLCBroker
Previous Registrations
Third Seven Advisors, LLC
Nunami Services, LLC.Broker
Mcglynn Advisors
Brokerageamerica, LLCBroker
Electronic Trading Group, LLCBroker
Hanifen, Imhoff INC.Broker
Hanifen, Imhoff INC.Broker
State Registrations3 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.