Peter May is a CFP-designated registered investment advisor at Dst Sherpa, based in Bala Cynwyd, PA, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 12 clients with $26M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
Bala Cynwyd, PA
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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 ActivitiesSells Insurance
Peter is self-employed in insurance and financial planning since 2009, dedicating about 10-20% of his time. He is also an investment adviser representative with Alphastar Capital Management, LLC and receives referral fees for clients referred to 1031 Sherpa, LLC.
Employment History
Current Registrations
Dst Sherpa
Alphastar Capital Management
Previous Registrations
Belpointe Asset Management LLC
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.