Peter Kotos
Peter Kotos is a registered investment advisor at Blackridge Asset Management, LLC, based in Ponte Vedra Beach, FL, with 14 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M 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 | 2.50% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
Ponte Vedra Beach, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2019Other Business Activities
Peter operates as a financial advisor through Apostolos, LLC.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
L.M. Kohn & CompanyBroker
Midsouth Capital, INC.Broker
State Registrations1 state
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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