Peter Aloisi is a CFA-designated registered investment advisor at A&m Private Wealth Partners, LLC, based in New York, NY, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 43 clients with $1.8B 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 | 1.00% |
The maximum annual advisory fee generally is 1% of the assets under management. Fees are generally not negotiable, but can in certain instances be negotiable in the firm's sole discretion.
Fee Estimator
Location
350 Fifth Avenue, The Empire State Building, Suite 5240, New York, NY, 10118
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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 →Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Securities LLCBroker
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.
Exams
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