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Peter Ratcliffe

American Beacon Advisors, INC.
25 Years of Experience
Marlton, NJ
Broker
View SEC Summary
View SEC Summary

Peter Ratcliffe is a registered investment advisor at American Beacon Advisors, INC., based in Marlton, NJ, with 25 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 11 clients with $60B in assets under management.

American Beacon Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
11 clients
Average Client Portfolio
$5.4B average
Assets Under Management
$59.9B

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250.0M0.10%
$250.0M - $500.0M0.06%
$500M+0.04%

Fees are negotiable. A minimum annual fee of $30,000 applies to separate accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Marlton, NJ

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peter provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.

Employment History
Current Registrations
American Beacon Advisors, INC.
November 2022 - Present · 3 yrs 11 mos
Resolute Investment Distributors, INC.
November 2022 - Present · 3 yrs 11 mos
Resolute Investment Distributors, INC.Broker
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Guggenheim Investments
May 2019 - October 2022 · 3 yrs 5 mos
Guggenheim Funds Distributors, LLCBroker
May 2019 - October 2022 · 3 yrs 5 mos
PNC Capital Advisors LLC
November 2014 - May 2019 · 4 yrs 6 mos
PNC Funds Distributor, LLCBroker
October 2014 - May 2019 · 4 yrs 7 mos
Cabot Lodge Securities LLCBroker
May 2014 - October 2014 · 5 mos
Lincoln Financial Distributors, INC.
November 2006 - February 2011 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
November 2006 - April 2014 · 7 yrs 5 mos
Wachovia Securities, LLC
July 2003 - October 2006 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - October 2006 · 3 yrs 3 mos
Morgan Stanley
June 2002 - July 2003 · 1 yr 1 mo
Morgan Stanley Dw INC.Broker
June 2001 - July 2003 · 2 yrs 1 mo
First Investors CorporationBroker
February 2001 - May 2001 · 3 mos
State Registrations3 states
NJNYTX
AdvisorBroker

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
No exam information available for this advisor.
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