Vernell Peter-Koyi
Vernell Peter-Koyi is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Malvern, PA, with 13 years of industry experience. Vernell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 791,528 clients with $340B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consultation and financial plan (New model) — $250 for the consultation and plan, unless a lower fee was agreed upon with your plan sponsor.
- Retirement plan consultation and financial plan (Legacy model for accounts $50,000 to $500,000) — $250, unless you qualify for a fee waiver (waivers apply if you have over $500,000 in total Vanguard assets or are over age 55).
- Retirement plan consultation and financial plan (Legacy model for accounts under $50,000) — $1,000, unless you qualify for a fee waiver.
Location
100 Vanguard Blvd., Malvern, PA, 19355
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Vernell is a landlord/owner of rental property since 2002, dedicating minimal time. He is also an advisory board member for First African Baptist Church, spending a few hours per week, and an agent in a fiduciary role since 2023, dedicating minimal time.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
Nylife Securities 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.
Exams
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