Peter Shiftouri
Peter Shiftouri is a registered investment advisor at Orion-Archstone Asset Management INC., 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 4 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orion-Archstone Asset Management charges a percentage of your portfolio each quarter, ranging from 1.00% to 2.5% per year, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees may be negotiable.
Location
C/O Studio By Tishman-Speyer, 300 Park Avenue 2nd Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Orion-Archstone Asset Management INC.
State Registrations1 state
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