Peter Ryan is a registered investment advisor at Alikos Wealth Management, LLC, based in Bethesda, MD, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 34 clients with $67M 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 | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable based on family relations or individual circumstances including account size and the level and scope of the services requested. Alikos generally requires a minimum annual fee of $10,000 for new clients. The minimum fee will not result in a client being charged more than 3% annually of assets under management.
Fee Estimator
Location
7700 Georgetown Road, Suite 320, Bethesda, MD, 20814
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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 →Other Business Activities
Peter is an LLC member with management responsibilities at SB Real Estate, LLC since 2002, dedicating minimal time. He also has investor duties at 2801 Fifteenth Street, LLC and 25 Calhoun CMB, LLC, both real estate investment partnerships, since 2010 and 2013 respectively, dedicating minimal time to each.
Employment History
Current Registrations
Alikos Wealth Management, LLC
State Registrations3 states
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