PT
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Peter Tziachris

26 Years of Experience
Waltham, MA
Broker

Peter Tziachris is a registered investment advisor at Empower Advisory Group, LLC, based in Waltham, MA, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

255 Bear Hill Rd, Waltham, MA, 02451

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
September 2022 - Present · 3 yrs 8 mos
Empower Financial Services, INC.
July 2022 - Present · 3 yrs 10 mos
Empower Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
MML Distributors, LLCBroker
May 2014 - December 2020 · 6 yrs 7 mos
MML Investors Services, LLCBroker
April 2008 - May 2014 · 6 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
June 2006 - March 2008 · 1 yr 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 1993 - November 2001 · 8 yrs 3 mos
Putnam Mutual Funds CORP.Broker
November 1992 - May 1993 · 6 mos
State Registrations2 states
MARI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Peter Tziachris - Financial Advisor | TrueAdvisor