Peter Disch is a CFP-designated registered investment advisor at Great Point Wealth Advisors, LLC, based in Boston, MA, with 17 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 344 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Great Point offers wealth management services that include financial planning and investment management for an annual fee based on the value of your portfolio. The fee ranges from 0.40% to 1.25% per year, depending on the size of your portfolio and the complexity of the services provided. Fees are paid quarterly. Certain clients have legacy contracts with different fee schedules. Fees may be negotiable.
Location
One International Place, Suite 4520, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Great Point Wealth Advisors, LLC
State Registrations1 state
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