Peter Barrett is a registered investment advisor at Investment Analytics, LLC, based in Cincinnati, OH, with 6 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 17 clients with $18M 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 | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
725 Delta Ave, Cincinnati, OH, 45226
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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 →Other Business Activities
Peter manages a two-family rental through Somerset Residences, LLC, and is the Vice President of Barrett Family Investments, LLC. He spends minimal time on these activities during business hours.
Employment History
Current Registrations
Investment Analytics, LLC
Previous Registrations
Wells Fargo Advisors, LLC
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.