Peter Bozikovich is a registered investment advisor at Marquam Capital, based in Portland, OR, with 51 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, Retirement Planning, Socially Responsible Investing. Their firm serves 154 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
154 clients
Average Client Portfolio
$225K average
Assets Under Management
$34.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees on assets in excess of $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1515 SW 5th Ave., Suite 606, Portland, OR, 97201-5449
Get directionsHistory
Regulatory History (3)
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Regulatory
August 2009Final
Regulatory
August 2005Final
Customer Dispute
November 2004Award / Judgment
Employment History
Current Registrations
Marquam Capital
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Hp Securities, INC.Broker
July 1993 - January 2024 · 30 yrs 6 mos
Prudential Securities IncorporatedBroker
February 1987 - July 1993 · 6 yrs 5 mos
Boettcher & Company, INC.Broker
November 1982 - January 1987 · 4 yrs 2 mos
Shearson/american Express INC.Broker
November 1977 - December 1982 · 5 yrs 1 mo
Shearson Hayden Stone INC.Broker
May 1977 - November 1977 · 6 mos
E. F. Hutton & Company INCBroker
July 1974 - July 1977 · 3 yrs
State Registrations3 states
AKORWA
Advisor
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.
Exams
No exam information available for this advisor.