Peter Geckeler is a CFP-designated registered investment advisor at Legacy Planning Advisors, LLC, based in Suwanee, GA, with 1 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 265 clients with $230M 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 $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on prior relationships and related account holdings.
Fee Estimator
Location
5400 Laurel Springs Parkway, Suite 101, Suwanee, GA, 30024
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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 →Employment History
Current Registrations
Legacy Planning Advisors, LLC
The Strategic Financial Alliance, 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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