PR
PR
Peter Radvanyi
26 Years of Experience
Reston, VA
1 Disclosure
Peter Radvanyi is a registered investment advisor at Radvanyi Wealth Management LLC, based in Reston, VA, with 26 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. Their firm serves 60 clients with $30M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$500K average
Assets Under Management
$30.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11921 Freedom Dr., Suite 550, Reston, VA, 20190
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2022Settled
Other Business Activities
Peter owns KOADA LLC, a real estate investment company in Virginia. He spends minimal time on this activity.
Employment History
Current Registrations
Radvanyi Wealth Management LLC
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Newbridge Financial Services Group, INC.
August 2007 - January 2016 · 8 yrs 5 mos
Gunnallen Financial, INC
July 2007 - August 2007 · 1 mo
Brookstreet Capital Management
May 2007 - July 2007 · 2 mos
Brookstreet Capital Management
November 2006 - November 2006 · 0 mos
Radvanyi Wealth Management
October 2006 - October 2006 · 0 mos
Ing Financial Partners, INC
July 2006 - July 2006 · 0 mos
Ameriprise Financial Services, INC.
June 1999 - June 2006 · 7 yrs
State Registrations1 state
VA
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.