Peter Chilian
Peter Chilian is a registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tolleson Private Wealth Management charges a fee based on the value of your assets for financial advisory services, ranging from 0.40% to 1.00% per year, paid monthly or quarterly. They also offer discretionary fixed income portfolio management for 0.20% per year, paid monthly or quarterly. Fees are negotiable and may vary based on your situation, relationship size, and the complexity of your financial plan. If a third-party investment manager is used, an additional fee of 0.25% per year may apply.
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205
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Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Peter is a board member for several non-profit organizations, including UT Southwestern Medical Foundation, Highland Park Lacrosse, Salesmanship Club of Dallas Foundation, Goodwill Industries of Dallas, Inc., and SMU Cox School of Business Executive Board. These activities require minimal time and are uncompensated.
Employment History
Current Registrations
Tolleson Private Wealth Management
Previous Registrations
Bdt & Msd Partners, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities 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.