Peter Zeuli
Peter Zeuli is a CFA-designated registered investment advisor at Philadelphia Investment Partners, LLC, based in Voorhees, NJ, with 25 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, Retirement Planning. Their firm serves 143 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Philadelphia Investment Partners charges a fee based on a percentage of the assets they manage. The specific rate depends on the size of your account.
Fee Schedule A (implemented after January 2025):
- First $250,000: 2.50%
- Next $249,000 - $749,999: 2.00%
- Next $750,000 - $1,999,999: 1.50%
- Above $2,000,000: 1.00%
Fee Schedule B (implemented after January 2025):
- 1% management fee and 20% of profit, or
- 1.25% management fee and 10% of profit
These fees are negotiable.
Location
Devonshire, 1233 Haddonfield-Berlin Rd. Unit 7, Voorhees, NJ, 08043
Get directionsHistory
Regulatory History (1)
Regulatory
February 2021Other Business Activities
Peter is involved with MGZ Properties, LLC and Hillcrest Development Corp, dedicating minimal time to each. He is also a Managing Partner at Philadelphia Investment Partners, LLC, an investment management practice, since 2001.
Employment History
Current Registrations
Philadelphia Investment Partners, LLC
Previous Registrations
Maplewood Investment Advisors, INC.Broker
New York Private Placement Network, LLCBroker
Philadelphia Investment Partners, LP
Spencer Trask Ventures, INC.Broker
Windsor, Sheffield & CO., INC.Broker
Linsco/private Ledger CORP.Broker
Chubb Securities CorporationBroker
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.