Peter Weitz
Peter Weitz is a registered investment advisor at Route 20 Private Wealth INC., based in Fort Lauderdale, FL, 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 Investment Management, Retirement Planning. Their firm serves 56 clients with $55M 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 | 2.00% |
Maximum fee is 2% per year. All fees are negotiable.
Fee Estimator
Location
401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL, 33301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter devotes most of his time to Route 20 Private Wealth. He is also a licensed insurance professional, a portfolio manager at FlowPoint Partners, LLC, an owner of Allasea Holdings, Inc., and an owner of J Street Imports.
Employment History
Current Registrations
Route 20 Private Wealth INC.
Previous Registrations
Route 20 Private Wealth INC.
Axxcess Wealth Management, LLC
Weitz Financial Group LLC
Fortitude Advisory Group L.L.C.
E2i Advisors, LLC
Fusion Analytics Securities LLCBroker
Fusion Analytics Investment Partners LLC
Fusion Analytics Investment Partners LLC
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.