Peter Skoufis is a registered investment advisor at Skoufis Capital Management, based in Chicago, IL, 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 Investment Management. Their firm serves 40 clients with $11M 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 $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.40% |
Fees may be reduced or waived for directors, officers, and employees of SCM at the sole discretion of the Advisor. Investment Advisory Fees may be negotiated by SCM at its sole discretion.
Fee Estimator
Location
707 N Wells St, # 903, Chicago, IL, 60654
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 →Employment History
Current Registrations
Skoufis Capital Management
Previous Registrations
Skoufis Capital Management
UBS Financial Services INC.
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.