Peter Schaefer is a registered investment advisor at RBC Capital Markets, LLC, based in Washington, DC, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
2100 Pennsylvania Avenue Nw, Suite 810N, Washington, DC, 20037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a minority owner of Dunn Lewis LLC, a motorcycle retail and activity club, dedicating about a quarter of his time to teaching classes and handling management decisions. He also owns Street Spirit Cycles LLC, a motorcycle repair and customization business, spending a few hours per week on this activity.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations39 states
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