Peter Mako is a CFP-designated registered investment advisor at Crestwood Advisors, based in Darien, CT, with 7 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,128 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most client agreements specify a fee rate starting at 1%. Fees are negotiable and vary based on portfolio value, strategy, and complexity. Legacy clients pay various historical rates.
Fee Estimator
Location
23 Old Kings Hwy S, Darien, CT, 06820
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
Crestwood Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Hsbc Securities (USA) INC.Broker
J.P. Morgan Securities LLCBroker
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
- David Tuttle, CFACrestwood Advisors
- Roberto Palladino, CFACrestwood Advisors
- Jason Hendricks, CFPCrestwood Advisors
- Timothy Paradis, CFPCrestwood Advisors
- Nicholas Susko, CFAWavelet Capital
- Thatcher Martin, CFASpree Capital Advisers