Peter Bakalis
Peter Bakalis is a registered investment advisor at Bakalis Financial INC., based in Trenton, MI, 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 High Net Worth, Investment Management. Their firm serves 60 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Trenton, MI
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2021Regulatory
March 2020Employment Separation After Allegations
October 2018Customer Dispute
October 2018Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Peter is an independent insurance agent selling fixed insurance products since 2011, dedicating about a quarter of his time to this. He also owns Bakalis Financial (DBA for insurance and securities sales) and rental properties, spending minimal time on the latter.
Employment History
Current Registrations
Bakalis Financial INC.
Previous Registrations
Bakalis Financial INC.
D.H. Hill Advisors, INC.
D.H. Hill Securities, LllpBroker
Spc
Sigma Financial CorporationBroker
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
Royal Alliance Associates, INC.Broker
Raymond James Financial Services, INC.Broker
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.