Peter Dowdeswell is a registered investment advisor at Rosci Lamb, LLC, based in New York, NY, with 6 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, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 15 clients with $65M 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% |
The maximum annual fee charged for asset management services will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
14 Wall St., Ste 2015, New York, NY, 10005
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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 →Employment History
Current Registrations
Rosci Lamb, LLC
Previous Registrations
Kdt Advisors, LLC
State Registrations1 state
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