Peter Willcox
Peter Willcox is a CFP-designated registered investment advisor at Affinity Investment Group, LLC, based in Concord, NH, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 471 clients with $600M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable based on objective and subjective factors. Minimum annual fee of $3,125 applies.
Fee Estimator
Location
20 Foundry St, 2nd Floor, Concord, NH, 03301
Get directionsHistory
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 ActivitiesSells Insurance
Peter is a licensed insurance broker/agent since March 2012. He anticipates spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Affinity Investment Group, LLC
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.
Exams
More Advisors
- Gregory Gagne, ChFCAffinity Investment Group, LLC
- Jillian Thomas, ChFCMariner
- Ronald Valpey, CFPValpey Financial Services LLC
- Jeffrey Parsons, ChFCCambridge Investment Research Advisors, INC.
- William Hutchens, CFAMariner
- Matthew Wineriter, ChFCFirst Command Advisory Services