Peter Girolamo is a registered investment advisor at Retirement Wealth Center INC, based in Thousand Oaks, CA, with 17 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 69 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
100 E Thousand Oaks Blvd #276, Thousand Oaks, CA, 91360
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 Activities
Peter is the owner of Girolamo & Company, CPAs, providing accounting, payroll, income tax planning and preparation services. This takes a few hours per week and does not occur during securities trading hours.
Employment History
Current Registrations
Retirement Wealth Center INC
Previous Registrations
Bernzott Capital Advisors
Retirement Wealth Center INC
Financial West Group
State Registrations2 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.