Peter Grave
Peter Grave is a registered investment advisor at August Wealth Advisors LLC, based in Westport, CT, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees are typically offered at an annual rate of up to 1.50% annually. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1 Riverside Avenue, First Floor, Westport, CT, 06880
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business Activities
Peter is involved with two trusts, both investment-related. He also works as a financial advisor at August Wealth Advisors, LLC, dedicating nearly full-time hours to the business.
Employment History
Current Registrations
August Wealth Advisors LLC
Previous Registrations
Stratos Wealth Advisors LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.
Waddell & Reed, 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.