Peter Kisver
Peter Kisver is a registered investment advisor at Kiaros Advisors, LLC, based in Southern Pines, NC, with 28 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, and 1 more. Their firm serves 246 clients with $24M 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 $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
234A NW Broad Street, Southern Pines, NC, 28387
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 sole proprietor involved in insurance sales as an insurance agent since 2017. He is also a consultant in Pinehurst, NC, since 2017.
Employment History
Current Registrations
Kiaros Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
Horter Investment Management, LLC
Fiduciary Advisors, LLC
Efficient Advisors
Fiduciary Advisors, LLCBroker
Lambert Advisors
Purshe Kaplan Sterling InvestmentsBroker
Investors Capital CORP.Broker
Investors Capital Advisory
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.