Peter Kadra is a registered investment advisor at Trilogy Advisors, based in Plymouth, MA, with 7 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
Plymouth, MA
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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 Vice President at Fiserv Solutions, Inc. since 2001, dedicating full-time hours to this role.
Employment History
Current Registrations
Trilogy Advisors
Previous Registrations
Dixon Associates, INC.
Coastal Advisors, LLC
State Registrations1 state
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