Peter Shimkus
Peter Shimkus is a registered investment advisor at Shimkus, Peter E, based in Southboro, MA, with 50 years of industry experience. Their practice areas include Investment Management, Real Estate Investing, Retirement Planning, Tax Planning. Their firm serves 36 clients with $26M 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 range from 0.40% to 1.00% of managed assets depending on account size and complexity. Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Location
8 Lynbrook Road, Southboro, MA, 01772
Get directionsHistory
Regulatory History (1)
Criminal
March 2018Other Business Activities
Peter is the owner of Peter E. Shimkus, RIA, a registered investment advisory firm, since 1993. He spends about three-quarters of his time on his advisory business, with about half his time during trading hours.
Employment History
Current Registrations
Shimkus, Peter E
Previous Registrations
Chauner Securities, INC.Broker
Michel Securities, LTD.Broker
March Securities CorporationBroker
Equity Services, INC.Broker
Nel Equity Services CorporationBroker
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.