Peter Blatt
Peter Blatt is a registered investment advisor at Center for Asset Management, LLC, based in Palm Beach Gardens, FL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 284 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFAM charges a percentage of your portfolio annually for investment management services. These fees range from 0.70% to 1.50% per year, billed quarterly in advance. If CFAM manages your assets through AssetMark, you will also be charged a platform fee by AssetMark, ranging from 0.10% to 1.0% per year. These fees are negotiable based on factors such as the type of client, complexity, and total assets managed.
Location
3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (5)
Regulatory
January 2017Regulatory
March 2015Regulatory
September 2014Regulatory
April 2011Employment Separation After Allegations
June 2008Other Business ActivitiesSells Insurance
Peter is an attorney at Blatt Legal, PLC, practicing estate planning law since 2003, dedicating a few hours per week. He also sells insurance through Blatt Financial Group LLC, spending a significant amount of time on this activity.
Employment History
Current Registrations
Center for Asset Management, LLC
Previous Registrations
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Mutual Service CorporationBroker
State Registrations3 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.