Peter Weil
Peter Weil is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Saint Petersburg, FL, with 44 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
Saint Petersburg, FL
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Regulatory History (1)
Criminal
May 1980Other Business Activities
Peter is a registered investment advisor doing business as Peter Weil Financial Group, dedicating nearly full-time hours to this activity. He also owns Vinyassa Sailing LLC (sailboat charter business) and Golden B Farm, spending a few hours per week on each.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
B & L Securities CorporationBroker
American Growth Fund Sponsors, INC.Broker
State Registrations16 states
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.