Peter Zierhut
Peter Zierhut is a registered investment advisor at Integrated Wealth Concepts LLC, based in Newport Beach, CA, with 43 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
4100 Newport Place Dr, Suite 530, Newport Beach, CA, 92660
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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 is involved in several businesses, including non-variable insurance through multiple entities, real estate rental, and a family office, all started in 2014. Since 2021, he has also been involved with The Reserve Investments, LLC and Integrated Wealth Concepts, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Level Four Advisory Services
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Granite Investment Services, INC.Broker
First Allied Securities, INC.Broker
Grant Bettingen, INC.Broker
Dolphin Securities, INC.Broker
Washington Square Securities, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
Time Equities, INC.Broker
State Registrations5 states
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.