Peter Merkel is a CFA-designated registered investment advisor at Magis Management, LLC, based in Milwaukee, WI, with 12 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 14 clients with $2.5M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
All fees are negotiable.
Fee Estimator
Location
Milwaukee, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Magis Management, LLC
State Registrations2 states
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