Peter Newman is a CFA-designated registered investment advisor at Peak Wealth Planning, LLC, based in Chicago, IL, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 30 clients with $66M 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 $7.5M | 1.00% |
| $7.5M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Standard investment management schedule. A separate wealth management schedule applies a 1.50% rate on the first $500,000 for clients receiving bundled financial planning.
Fee Estimator
Location
4311 North Ravenswood Ave, Suite 217, Chicago, IL, 60613
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 →Employment History
Current Registrations
Peak Wealth Planning, LLC
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
More Advisors
- Nicholas Hunt, CFPOppenheimer & CO. INC.
- Aimee O'connor, CFPMarquette Associates, INC.
- Sean Knoerzer, CFPCorient
- Deshawn Peterson, CFPMidland Wealth Management
- Wanjiku Ikenye, CFPJ.P. Morgan Securities LLC
- Michelle Pecyna, CFPRockefeller Capital Management