JP
JP

John Peet

13 Years of Experience
Miami, FL

John Peet is a registered investment advisor at Inexco Advisors LLC, based in Miami, FL, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$2.5M average
Assets Under Management
$2.5M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.80%

Advisory fee is negotiable, depending on individual client circumstances. At our discretion we may waive the minimum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Inexco Advisors LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Baltrax Asset Management LLC.
September 2006 - October 2013 · 7 yrs 1 mo
State Registrations1 state
FL
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.