PB
PB

Peter Boronkay

3 Years of Experience
Vancouver, British Columbia
Sells Insurance

Peter Boronkay is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, British Columbia, 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 Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 - 900 West Hastings, Vancouver, British Columbia, V6C 1E5

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Peter is a financial advisor with Raymond James Ltd and is licensed with Raymond James Financial Planning Ltd, where he sells life insurance, dedicating minimal time to this. He also published a book, rents a condominium, and is a committee member for Golf Canada, all requiring minimal time commitment.

Employment History
Current Registrations
Raymond James (USA) LTD
February 2023 - Present · 3 yrs 5 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Peter Boronkay - Financial Advisor | TrueAdvisor