Peter Psaras
Peter Psaras is a registered investment advisor at Conservative Equity Investment Advisors, based in Gloversville, NY, 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 High Net Worth, Investment Management. Their firm serves 7 clients with $5.6M 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% |
Most assets under management are charged an annual fee of 1%, though a select few clients are charged a fixed fee. Fees are negotiable.
Fee Estimator
Location
Gloversville, NY
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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 is the CEO of Mycroft Mall LLC, a visual directory of online retail, and a compensated writer for Seeking Alpha. He also plans to invest in distressed real estate through Mycroft Mall LLC and offers clients advice or products from these activities.
Employment History
Current Registrations
Conservative Equity Investment Advisors
Previous Registrations
Sia Capital Management INC.
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.
Exams
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