Peter Deakos is a CFA-designated registered investment advisor at Dearborn Partners L.L.C., based in Edwardsville, IL, with 21 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, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 285 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees generally range from 0.25% to 1.00% depending on the strategy and portfolio size. Fees are negotiable.
Fee Estimator
Location
Edwardsville, IL
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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.
Learn about disclosures →Other Business Activities
Peter is a member of the St. Boniface Finance Council since 2018, reviewing financial statements and advising the pastor. This requires minimal time.
Employment History
Current Registrations
Dearborn Partners L.L.C.
Previous Registrations
Quasar Distributors, LLCBroker
H.D. Vest Investment ServicesBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Investments, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.
Exams
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