Peter Wilkinson
Peter Wilkinson is a registered investment advisor at Lombard Advisers Incorporated, based in York, PA, with 22 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, Investment Management, Retirement Planning. Their firm serves 955 clients with $570M 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 $1.0M | 1.70% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Location
1938 Security Drive, York, PA, 17402
Get directionsHistory
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 an agent at Corto Financial Group (CFG) since February 2023, focusing on insurance sales, including life, disability, and long-term care, dedicating nearly all of his time to insurance. He also has a partnership with Splash Financial/CFG since February 2023, where he is compensated for referrals to refinance medical student loans.
Employment History
Current Registrations
Lombard Advisers Incorporated
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 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.