PG
CFP
PG
CFP

Peter F Gaertner

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,560 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $7.0M0.75%
$7M+0.75%

Fees are negotiable thereafter.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1835 Market Street, Suite 500, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Roffman Miller Associates INC
February 2024 - Present · 2 yrs
Previous Registrations
Bryn Mawr Capital Management, LLC
January 2024 - January 2024 · 0 mos
Affinity Wealth Management LLC
February 2018 - October 2023 · 5 yrs 8 mos
Mercap Securities, LLCBroker
November 2017 - December 2019 · 2 yrs 1 mo
Coastal Equities, INC.Broker
October 2013 - November 2017 · 4 yrs 1 mo
Affinity Wealth Management LLC
September 2013 - February 2018 · 4 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2009 - September 2013 · 3 yrs 11 mos
State Registrations2 states
DEPA
Advisor
Exams
No exam information available for this advisor.