Peter Mcgee
Peter Mcgee is a ChFC-designated registered investment advisor at Chief Advisors CORP, based in Overland Park, KS, with 23 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 185 clients with $71M 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 | 2.99% |
Fees are negotiable. Any fee paid in excess of 2% is higher than that charged by other advisors that provide the same or similar services at lower rates.
Fee Estimator
Location
Overland Park, KS
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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 ActivitiesSells Insurance
Peter is engaged in selling various insurance products, including life, health, and long-term care insurance. Peter is also a FINRA arbitrator.
Employment History
Current Registrations
Chief Advisors CORP
Previous Registrations
Wall Street Financial Group, INC
Peter J Mcgee Clu, Chfc
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.