Peter Maldjian
Peter Maldjian is a registered investment advisor at Rilex Capital LLC, based in Manasquan, NJ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $120M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Location
2520 Highway 35, Suite 103, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2022Regulatory
December 2005Regulatory
May 2005Employment Separation After Allegations
April 2004Other Business ActivitiesSells Insurance
Peter is a 50% owner of Maldjian Citta & Co PC, a tax practice and business consultant, dedicating about a quarter of his time. He also has several real estate investments and is involved with group benefits and health insurance through AP Benefit Advisors, LLC and HUB International, spending a few hours per week on these activities.
Employment History
Current Registrations
Rilex Capital LLC
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
First Montauk Securities CORP.Broker
First Montauk Securities CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.