Peter Thomann is a CFP-designated registered investment advisor at Brave Eagle Wealth Management, based in New York, NY, with 4 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 107 clients with $100M 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% |
Fee Estimator
Location
48 Wall Street, Suite 1100, New York, NY, 10005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the president and owner of Thomann Tax, Inc., a tax preparation business, since 2005. He dedicates about half of his time to this business, including time during securities trading hours.
Employment History
Current Registrations
Brave Eagle Wealth Management
State Registrations1 state
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