Peter Gianopoulos
Peter Gianopoulos is a registered investment advisor at Osaic Wealth, INC., based in Allen Park, MI, with 24 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9833 Reeck Road, Allen Park, MI, 48101
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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 the sole member of multiple LLCs related to real estate and landlord activities, dedicating minimal time to each. He also serves as President of Retirement Strategies of Michigan and related insurance businesses, spending well over full-time hours in these roles, offering retail securities, investment advice, and fixed insurance products including life insurance, annuities, and LTC.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
LPL Financial CorporationBroker
Signator Investors, INC.Broker
State Registrations16 states
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