Peter Cymbalak
Peter Cymbalak is a registered investment advisor at Trek Financial, based in Scottsdale, AZ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B 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 | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2009Judgment / Lien
September 2008Other Business ActivitiesSells Insurance
Peter is the owner of Empowered Financial Management, LLC, an insurance business. He dedicates a full-time commitment to the sale of insurance.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Empowered Financial Investments, LLC
Bcj Capital Management
Horter Investment Management, 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.