Peter Kronberg is a registered investment advisor at Proficio Capital Partners LLC, based in Newton, MA, with 11 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 145 clients with $4B 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% |
In certain situations, clients were offered a fixed annual fee of up to $1,200,000 depending on additional services required, the amount of assets under management or in lieu of a percentage of the client’s assets. Fees are negotiable.
Fee Estimator
Location
300 Washington Street Ste 951, One Gateway Center, Newton, MA, 02458-1655
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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 a sole proprietor of a non-investment related law practice servicing design and software firm clients since 2009. He dedicates minimal time to this activity.
Employment History
Current Registrations
Proficio Capital Partners LLC
Previous Registrations
Haber Trilix Advisors, LP
Ten Asset 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.