Peter Bartel
Peter Bartel is a registered investment advisor at Vista Investment Partners, based in Richmond, IN, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 443 clients with $320M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000. Portfolio management fees for accounts trading fixed income securities will generally be lower than those shown in the fee schedule above and will be individually negotiated with each client. When one of Vista’s proprietary investment strategies is not used with respect to an account, the maximum annual fee based on a percentage of assets under management is 2.00%.
Fee Estimator
Location
One Woodside Drive, Richmond, IN, 47374
Get directionsHistory
Regulatory History (1)
Regulatory
November 2023Other Business Activities
Peter co-owns a short-term rental property in Carolina Beach, NC, since 2022, primarily managed by a third party. He spends minimal time on this activity, interfacing through the co-owner and management company.
Employment History
Current Registrations
Vista Investment Partners
Previous Registrations
Vista Investment Partners LLC
Cantella & CO., INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raffensperger, Hughes & CO., INC.Broker
State Registrations2 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.