PJ
CFA
PJ
CFA

Peter Jankovskis

4 Years of Experience
Downers Grove, IL

Peter Jankovskis is a CFA-designated registered investment advisor at Arbor Financial Services, LLC, based in Downers Grove, IL, with 4 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 240 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
240 clients
Average Client Portfolio
$509K average
Assets Under Management
$122.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K3.00%
$500K - $1.0M2.50%
$1.0M - $2.0M2.00%
$2M+1.60%

Rates shown are for Equity and Balanced models under the wrap fee program. Other models (Fixed Income and Mutual Fund Allocation) and non-wrap fee schedules are available with lower rates. Fees may be negotiable in special circumstances.

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

2001 Butterfield Road, Suite 500, Downers Grove, IL, 60515

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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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Employment History
Current Registrations
Arbor Financial Services, LLC
March 2022 - Present · 4 yrs 7 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.
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