Peter Ripich is a registered investment advisor at The Atlas Financial Group, based in Miami, FL, with 1 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 1 more. Their firm serves 71 clients with $170M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are maximum rates and may be negotiated by the advisor under unusual circumstances. Qualified clients may enter into performance-based fee arrangements.
Fee Estimator
Location
3050 Biscayne Boulevard, Suite 501, Miami, FL, 33137
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2004Customer Dispute
February 2001Customer Dispute
February 2001Employment History
Current Registrations
The Atlas Financial Group
Previous Registrations
Prudential Securities Incorporated
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.
Exams
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