SP
SP
Steven Peake
2 Years of Experience
Chicago, IL
1 Disclosure
Steven Peake is a registered investment advisor at Apex Quantitative Group, LLC, based in Chicago, IL, with 2 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$283K average
Assets Under Management
$1.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Management Fee is negotiable based upon certain criteria, such as historical relationship, anticipated future additional assets, and total household assets to be managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
203 N Lasalle St, Ste 2100, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2015Final
Employment History
Current Registrations
Apex Quantitative Group, LLC
November 2025 - Present · 6 mos
Previous Registrations
Integrated Advisors Network LLC
February 2022 - July 2024 · 2 yrs 5 mos
State Registrations1 state
IL
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.