Peter Lynch is a CFP-designated registered investment advisor at Great Lakes Advisors, LLC, based in Chicago, IL, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,123 clients with $15B 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable. The standard minimum account size is $1,000,000 for Equity and Balanced accounts; and $2,000,000 for Fixed Income accounts. For purposes of the minimum account size and the overall fee charged, related accounts may be aggregated.
Fee Estimator
Location
231 S. Lasalle Street, 4th Floor, Chicago, IL, 60604
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 →Other Business Activities
Peter works as an investment advisor at Great Lakes Advisors, spending nearly full-time on portfolio management. This role began in 2019 and has been reviewed for compliance.
Employment History
Current Registrations
Great Lakes Advisors, LLC
Previous Registrations
Great Lakes Advisors, LLC
Wintrust Investments
Wintrust Investments LLCBroker
Wayne Hummer Investments L.L.C.Broker
Chase Investment Services CORP.Broker
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.