Peter Toth is a registered investment advisor at Finish Well RIA LLC, based in Columbus, OH, 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 Investment Management. Their firm serves 287 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Finish Well RIA charges a fixed portfolio management fee that is negotiated and varies between $500 and $10,000 per year. The fee is paid quarterly in advance. Clients are also responsible for third-party fees such as custodian and brokerage fees.
Location
1 E Campus View Blvd, Ste 250, Columbus, OH, 43235
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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 receives commissions from the sale of insurance products, specifically annuities and life insurance. He is the owner of Moon Rock Wealth Management, dedicating full-time hours to insurance sales and services.
Employment History
Current Registrations
Finish Well RIA LLC
Previous Registrations
Ae Wealth 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.