Peter Hughes
Peter Hughes is a CFA-designated registered investment advisor at Lexaurum Advisors, based in Overland Park, KS, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
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 self-employed as an expert witness consulting on securities disputes since 2019, dedicating minimal time. He also works as an insurance agent selling fixed and traditional insurance since 2021, spending a few hours per week.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Vsr Advisory Services
Check Capital Management INC
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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