PD
PD

Peter Vincent Disch

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
344 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$627.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location

One International Place, Suite 4520, Boston, MA, 02110

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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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Employment History
Current Registrations
Great Point Wealth Advisors, LLC
May 2008 - Present · 17 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.