Peter Quigley is a registered investment advisor at Holos Integrated Wealth, based in Doylestown, PA, with 20 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. Their firm serves 225 clients with $230M 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 - $3.0M | 1.00% |
| $3M+ | 0.85% |
Advisory Fees are negotiable, and not all clients will be charged the same fee or according to the same fee schedule.
Fee Estimator
Location
403 Pine Run Rd, Doylestown, PA, 18901
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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 board member of the Philadelphia Glider Council, dedicating minimal time. He and his wife also own and manage four apartment rental units, which requires minimal time.
Employment History
Current Registrations
Holos Integrated Wealth
Previous Registrations
Corestates Capital Advisors, LLC
Renvyle Partners, LLC
RBC Dain Rauscher INC.
State Registrations1 state
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.