Peter Karnowski is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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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.
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Peter is an owner of Quincy Wells Capital/Quincy Wells Group, a Broker Dealer, and is involved in day-to-day operations. He plans to dedicate minimal time to this activity.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Previous Registrations
Great Point Advisors, LLC
Blueskye Investment Advisers, LLC
Great Point Advisors LLC
Great Point Advisors LLC
International Assets Advisory, LLCBroker
Brokersxpress LLC
Brokersxpress LLCBroker
Jesup & Lamont Advisors
Jesup & Lamont Securities CORP.
Jesup & Lamont Securities CORPBroker
Interocean Wealth Management LLC
Interocean Securities LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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.