Peter Perez
Peter Perez is a registered investment advisor at Nollenberger Mccullough Investment Advisors LLC, based in Newport Beach, CA, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 87 clients with $140M 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 $2.5M | 2.75% |
| $2.5M - $4.0M | 2.20% |
| $4.0M - $10.0M | 1.10% |
| $10M+ | 0.82% |
Fees may be negotiated.
Fee Estimator
Location
220 Newport Center Drive, #11-375, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Nollenberger Mccullough Investment Advisors LLC
Previous Registrations
Western International Securities, INC.Broker
Thinkequity LLCBroker
RBC Capital Markets CorporationBroker
Merrill Lynch Professional Clearing CORP.Broker
Abn Amro Sage CorporationBroker
State Registrations1 state
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