Roy Peterkofsky is a registered investment advisor at Peterkofsky, Roy, based in San Francisco, CA, with 5 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.17% |
Typical charge is 2% of assets under management annually (0.17% per month) and 20% of gains. Fees may be negotiable. Performance-based fees are charged where allowable by law.
Fee Estimator
Location
San Francisco, CA
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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
Roy actively trades securities in his own account and passively owns a rental real estate property. These activities take about half of Roy's time, with most of it dedicated to securities trading, but the research overlaps with client account management.
Employment History
Current Registrations
Peterkofsky, Roy
State Registrations1 state
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