Peter Kane
Peter Kane is a registered investment advisor at Csenge Advisory Group, LLC, based in Clearwater, FL, with 3 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, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4755 East Bay Drive, Clearwater, FL, 33764
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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 ActivitiesSells Insurance
Peter is a fractional CFO and business consultant through Peak Value Advisors, and a minority owner/financial officer for SmartLab Partners, LLC. He also works as a life insurance producer through The Wingard Group LLC, taking about a quarter of his time.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
State Registrations1 state
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