Peter Soltesz
Peter Soltesz is a registered investment advisor at Apis Financial Group, LLC, based in Villa Park, IL, with 31 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $4.1M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fees may be negotiable on a per client basis.
Fee Estimator
Location
Villa Park, IL
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1998Other Business Activities
Peter is the president of the Cook-Dupage County Beekeepers Association, dedicating a few hours per week. He also owns 2110 44th Road Sheridan LLC, spending minimal time on it.
Employment History
Current Registrations
Apis Financial Group, LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.