Peter Mulaikal
Peter Mulaikal is a registered investment advisor at Hansa Investments LLC, based in Stevenson, MD, with 29 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 11 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 $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Stevenson, MD
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 an LLC member of Anesthesia Perioperative Services LLC since 2005, working as an anesthesiologist. Peter also works as an insurance agent, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Hansa Investments LLC
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
E. S. Marks & Company, INC.Broker
Quest Capital Strategies, INC.Broker
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.